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 |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $43,570 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS INS AGENCY INC Service code 49 · EIN 82-0547562 50 N BORADWAY 7TH FL · SAINT LOUIS, MO 631022131 | Other Services | $13,157 |
Service code 13 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 544020907 | Contract Administrator | $10,437 |
Participant contribution per participant 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.
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 | $21,044 | $88,515-76.2% | $162,163-87.0% | $67,579-68.9% |
| Participation rate | 91.2% | 86.8%+4.4pp | 87.6%+3.7pp | 71.3%+19.9pp |
| Annual return | 25.03% | 27.04%-2.0pp | 115.59%-90.6pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,739 | $3,563-51.2% | $5,614-69.0% | $2,148-19.1% |
| Participant deferral / active EE | $2,589 | $5,724-54.8% | $7,298-64.5% | $3,539-26.9% |
| Admin fee / account holder | $151 | $124+22.1% | $10,843-98.6% | $142+6.1% |