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 | $38,663 |
Service code 27 | Advisory (Plan) | $18,630 |
Filed as: FIDUCIARY FINANCIAL PARTNERS Service code 27 · EIN 90-0658332 | Advisory (Plan) | $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 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 | $53,542 | $61,214-12.5% | $83,333-35.7% | $56,287-4.9% |
| Participation rate | 93.7% | 72.6%+21.1pp | 77.8%+15.9pp | 69.9%+23.8pp |
| Annual return | -7.83% | 0.42%-8.3pp | 10.63%-18.5pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,443 | $1,925-25.0% | $3,379-57.3% | $2,111-31.6% |
| Participant deferral / active EE | $4,480 | $5,091-12.0% | $5,565-19.5% | $3,350+33.8% |
| Admin fee / account holder | $353 | $512-31.1% | $7,510-95.3% | $521-32.3% |