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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,278 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,249 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $13,723 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,937 | $56,638-4.8% | $169,368-68.2% | $74,419-27.5% |
| Participation rate | 95.3% | 67.5%+27.8pp | 77.1%+18.1pp | 70.7%+24.6pp |
| Annual return | 9.82% | 24.75%-14.9pp | 405.60%-395.8pp | 34.38%-24.6pp |
| Employer contribution / active EE | $2,210 | $2,027+9.1% | $4,013-44.9% | $2,637-16.2% |
| Participant deferral / active EE | $4,347 | $4,223+2.9% | $6,221-30.1% | $4,528-4.0% |
| Admin fee / account holder | $294 | $307-4.0% | $9,003-96.7% | $348-15.4% |