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 |
|---|---|---|
Filed as: THE PRINCIPAL BANK Service code 21 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $30,968 |
SAVASTA AND COMPANY, INC.11+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $7,425 |
ROSENBERG RICH BAKER BERMAN5 years Service code 10 · EIN 22-3271252 | Accounting | $6,336 |
MURPHY ANDERSON PLLC9 years Service code 29 · EIN 26-3092374 | Legal | $5,400 |
Service code 27 · EIN 47-3576518 2018 HASTINGS DRIVE · CHARLOTTE, NC 28207 | Advisory (Plan) | $5,000 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $181,263-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 52.9%-52.9pp | 2.1%-2.1pp |
| Annual return | 15.13% | 9.14%+6.0pp | 12.57%+2.6pp | 9.14%+6.0pp |
| Employer contribution / active EE | $1,077 | $19,963-94.6% | $23,666-95.4% | $19,963-94.6% |
| Participant deferral / active EE | $0 | $919-100.0% | $13-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $187,584-100.0% | $200-100.0% |