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 8-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: MERRILL LYNCH Service code 28 4137 BOARDMAN-CANFIELD ROAD · CANFIELD, OH 44406 | Investment Management | $25,701 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,350 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $10,111 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,225 | $64,707+27.1% | $112,228-26.7% | $68,494+20.0% |
| Participation rate | 98.8% | 67.2%+31.7pp | 75.1%+23.7pp | 67.9%+30.9pp |
| Annual return | -17.93% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,182 | $2,746-20.5% | $3,635-40.0% | $2,596-16.0% |
| Participant deferral / active EE | $6,603 | $3,565+85.2% | $4,728+39.7% | $4,027+64.0% |
| Admin fee / account holder | $480 | $5,232-90.8% | $6,410-92.5% | $5,403-91.1% |