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 7-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 | $21,074 |
Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $8,749 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 | Advisory (Plan) | $8,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,720 | $73,638-77.3% | $95,952-82.6% | $73,488-77.2% |
| Participation rate | 76.4% | 76.2%+0.3pp | 77.1%-0.7pp | 70.7%+5.7pp |
| Annual return | 25.35% | 16.78%+8.6pp | 91.61%-66.3pp | 28.51%-3.2pp |
| Employer contribution / active EE | $1,537 | $1,863-17.5% | $2,541-39.5% | $2,270-32.3% |
| Participant deferral / active EE | $2,651 | $3,617-26.7% | $4,167-36.4% | $3,740-29.1% |
| Admin fee / account holder | $353 | $482-26.8% | $6,795-94.8% | $513-31.2% |