See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,038 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Service code 27 | Advisory (Plan) | $14,379 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $5,079 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,575 | $65,061-34.6% | $143,757-70.4% | $66,914-36.4% |
| Participation rate | 72.0% | 65.2%+6.8pp | 80.3%-8.3pp | 69.8%+2.2pp |
| Annual return | -14.97% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,644 | $2,361+12.0% | $4,951-46.6% | $2,544+3.9% |
| Participant deferral / active EE | $1,728 | $2,919-40.8% | $5,637-69.4% | $4,237-59.2% |
| Admin fee / account holder | $327 | $502-34.9% | $14,673-97.8% | $593-44.9% |