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 10-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 COMPANY11+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $103,907 |
LASALLE CONSULTING PARTNERS5 years Filed as: LASALLE STREET SECURITIES, L.L.C. Service code 49 | Other Services | $75,309 |
PENSION ASSURANCE LLP11+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $20,412 |
Filed as: LASALLE ST SECURITIES L.L.C. Service code 49 · EIN 52-2175592 940 INDUSTRIAL DRIVE · ELMHURST, IL 601261139 | Other Services | $0 |
Filed as: MORNGINSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGAMENT Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,630 | $96,484+19.8% | $156,263-26.0% | $74,304+55.6% |
| Participation rate | 96.4% | 67.7%+28.7pp | 78.9%+17.5pp | 60.3%+36.0pp |
| Annual return | 12.21% | 17.73%-5.5pp | 59.47%-47.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $3,457 | $2,528+36.7% | $4,333-20.2% | $2,241+54.2% |
| Participant deferral / active EE | $6,393 | $4,286+49.2% | $6,158+3.8% | $3,767+69.7% |
| Admin fee / account holder | $550 | $3,728-85.2% | $14,255-96.1% | $2,969-81.5% |