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 9-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 LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $75,883 |
EDWARD JONES8 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $34,938 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 · EIN 20-4548831 | Other Services | $4,233 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,167 | $59,417-17.3% | $93,606-47.5% | $74,495-34.0% |
| Participation rate | 95.1% | 59.7%+35.4pp | 68.7%+26.4pp | 67.2%+27.9pp |
| Annual return | 11.80% | 81.83%-70.0pp | 133.20%-121.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $824 | $1,264-34.8% | $2,420-66.0% | $2,623-68.6% |
| Participant deferral / active EE | $3,912 | $3,050+28.2% | $4,411-11.3% | $4,346-10.0% |
| Admin fee / account holder | $322 | $3,021-89.4% | $8,285-96.1% | $1,942-83.4% |