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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $198,876 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $70,267 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $60,722 | $62,624-3.0% | $177,989-65.9% | $77,643-21.8% |
| Participation rate | 90.1% | 66.8%+23.3pp | 77.1%+13.0pp | 70.6%+19.5pp |
| Annual return | 17.82% | 16.16%+1.7pp | 294.48%-276.7pp | 31.24%-13.4pp |
| Employer contribution / active EE | $2,185 | $1,909+14.5% | $3,949-44.7% | $2,726-19.8% |
| Participant deferral / active EE | $4,059 | $4,219-3.8% | $6,276-35.3% | $4,647-12.7% |
| Admin fee / account holder | $353 | $386-8.4% | $10,363-96.6% | $430-17.9% |