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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $223,643 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310844 | Direct payment from the plan; Securit... | $90,070 |
Filed as: NOVARA, TESIJA Service code 29 · EIN 38-2823147 | Legal | $83,529 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $47,168 |
Filed as: WRUBEL WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $20,030 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 50 · EIN 22-1146430 | Direct Payment | $7,401 |
ABATEMENT PENSION FUND1 year Service code 13 · EIN 38-3048188 | Contract Administrator | $7,298 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,552 | $88,480-75.6% | $96,683-77.7% | $80,160-73.1% |
| Participation rate | 71.8% | 79.9%-8.1pp | 74.3%-2.5pp | 72.9%-1.1pp |
| Annual return | -1.75% | 22.53%-24.3pp | 35.69%-37.4pp | 40.38%-42.1pp |
| Employer contribution / active EE | $1,580 | $4,176-62.2% | $3,737-57.7% | $2,978-46.9% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $156 | $212-26.3% | $6,730-97.7% | $145+7.7% |