See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $71,445 |
SILVERSTONE ASSET MANAGEMENT INC8+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $40,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 | Contract Administrator | $25,183 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,314 | $71,142+14.3% | $119,609-32.0% | $64,808+25.5% |
| Participation rate | 87.4% | 78.6%+8.8pp | 79.3%+8.1pp | 71.5%+15.9pp |
| Annual return | -16.34% | -10.01%-6.3pp | -14.97%-1.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,126 | $2,497-54.9% | $4,232-73.4% | $2,506-55.1% |
| Participant deferral / active EE | $3,413 | $4,490-24.0% | $5,602-39.1% | $4,310-20.8% |
| Admin fee / account holder | $97 | $162-40.0% | $10,323-99.1% | $188-48.2% |