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 |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $181,973 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $179,081 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $16,740 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,600 |
BENNING GROUP, LLC1 year Filed as: BENNING GROUP LLC Service code 10 6815 WEAVER RD · ROCKFORD, IL 61114 | Accounting | $13,500 |
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.
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 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 11.43% | 9.45%+2.0pp | 5.17%+6.3pp | 7.65%+3.8pp |
| Employer contribution / active EE | $40,411 | $14,895+171.3% | $26,422+52.9% | $20,599+96.2% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |