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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,603 |
WINTRUST INVESTMENTS LLC2+ years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $70,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,451 | $155,795-15.6% | $136,294-3.6% | $69,631+88.8% |
| Participation rate | 97.0% | 75.2%+21.7pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 17.48% | 232464.33%-232446.9pp | 5155.94%-5138.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,585 | $2,991-13.6% | $4,695-44.9% | $2,032+27.2% |
| Participant deferral / active EE | $7,987 | $5,394+48.1% | $6,247+27.8% | $3,224+147.7% |
| Admin fee / account holder | $301 | $128+134.7% | $9,243-96.7% | $110+172.6% |