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 6-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,536 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,943 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $8,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,977 | $43,133+94.7% | $89,391-6.1% | $73,488+14.3% |
| Participation rate | 76.0% | 55.0%+21.0pp | 68.0%+8.0pp | 70.7%+5.3pp |
| Annual return | 12.73% | 135.66%-122.9pp | 245.62%-232.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $3,199 | $1,438+122.5% | $2,586+23.7% | $2,270+40.9% |
| Participant deferral / active EE | $2,358 | $2,445-3.5% | $3,890-39.4% | $3,740-36.9% |
| Admin fee / account holder | $349 | $444-21.4% | $4,881-92.9% | $513-32.0% |