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 |
|---|---|---|
FRIEDMAN & ANSPACH4+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 | Accounting | $48,880 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,579 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,384 |
INTAC ACTUARIAL SERVICES4+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $7,845 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $3,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,937 | $49,280-6.8% | $67,313-31.8% | $64,186-28.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.53% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,385 | $1,668+162.8% | $2,566+70.9% | $2,381+84.2% |
| Participant deferral / active EE | $2,562 | $2,484+3.1% | $3,568-28.2% | $3,470-26.2% |
| Admin fee / account holder | $415 | $3,863-89.2% | $4,507-90.8% | $4,888-91.5% |