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 9-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,422 |
MORSE DOMEIER BUMGARDNER LLC2 years Filed as: MORSE DOMEIER BUMGARDNER Service code 13 | Contract Administrator | $20,408 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,109 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 | Accounting | $11,625 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,457 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $42 |
MORSE DOMEIER BUMGARDNER LLC3 years Service code 13 · EIN 81-4636200 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $22,508 | $105,247-78.6% | $87,100-74.2% | $77,787-71.1% |
| Participation rate | 88.5% | 85.8%+2.7pp | 76.9%+11.7pp | 73.2%+15.3pp |
| Annual return | 42.10% | 24.52%+17.6pp | 28.19%+13.9pp | 32.57%+9.5pp |
| Employer contribution / active EE | $538 | $2,895-81.4% | $2,521-78.7% | $2,504-78.5% |
| Participant deferral / active EE | $2,150 | $5,060-57.5% | $4,049-46.9% | $3,967-45.8% |
| Admin fee / account holder | $48 | $104-54.0% | $7,497-99.4% | $100-51.9% |