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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,088 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $41,837 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $2,829 |
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 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 | $107,954 | $81,474+32.5% | $133,956-19.4% | $73,488+46.9% |
| Participation rate | 77.4% | 76.4%+1.0pp | 79.8%-2.4pp | 70.7%+6.7pp |
| Annual return | 23.97% | 19.40%+4.6pp | 45.09%-21.1pp | 28.51%-4.5pp |
| Employer contribution / active EE | $1,507 | $2,209-31.8% | $3,919-61.5% | $2,270-33.6% |
| Participant deferral / active EE | $5,174 | $3,786+36.6% | $5,048+2.5% | $3,740+38.4% |
| Admin fee / account holder | $499 | $713-30.0% | $8,927-94.4% | $513-2.7% |