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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,333 |
AVENUE ONE ADVISORS2 years Service code 27 · EIN 83-1838623 | Advisory (Plan) | $65,450 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,425 | $85,135+96.7% | $98,907+69.3% | $73,409+128.1% |
| Participation rate | 99.7% | 81.1%+18.5pp | 76.0%+23.7pp | 72.2%+27.5pp |
| Annual return | 11.86% | 19.14%-7.3pp | 196.43%-184.6pp | 59.29%-47.4pp |
| Employer contribution / active EE | $6,973 | $2,721+156.3% | $2,689+159.3% | $2,234+212.2% |
| Participant deferral / active EE | $4,276 | $4,349-1.7% | $4,244+0.7% | $3,805+12.4% |
| Admin fee / account holder | $465 | $139+233.6% | $6,642-93.0% | $158+194.3% |