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: PRINCIPAL BANK Service code 27 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $1,507,991 |
STACEY BRAUN ASSOCIATES, INC.11+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $1,327,413 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 18 · EIN 13-5674085 | Custodial (other than securities); In... | $617,901 |
PNC BANK, N.A.11+ years Filed as: PNC BANK ,N.A. Service code 19 · EIN 22-1146430 | Securities Custodian | $231,145 |
MURPHY ANDERSON PLLC11+ years Service code 29 · EIN 26-3092374 | Legal | $127,827 |
HEALTH PLAN SYSTEMS, INC.6 years Service code 49 · EIN 01-0589640 2025 STATE ROUTE 27-SUITE 340 · EDISON, NJ 08817 | Other Services | $103,690 |
ROSENBERG RICH BAKER BERMAN11+ years Service code 10 · EIN 22-3271252 | Accounting | $87,980 |
UMBERTO MARICONDA11+ years Service code 30 · EIN 22-6051600 | Employee (plan) | $74,967 |
RICHARD J. WOLF & COMPANY6 years Filed as: RICHARD MELBER Service code 30 · EIN 22-6051600 | Employee (plan) | $66,348 |
Service code 11 · EIN 26-1370698 | Actuarial | $40,016 |
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 | $0 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 19.41% | 9.57%+9.8pp | 12.57%+6.8pp | 9.57%+9.8pp |
| Employer contribution / active EE | $1,350 | $9,429-85.7% | $23,666-94.3% | $9,429-85.7% |
| Participant deferral / active EE | $0 | $408-100.0% | $13-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |