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 | $228,336 |
BREDHOFF & KAISER3+ years Service code 29 · EIN 52-0969534 | Legal | $31,096 |
SEYFARTH SHAW LLP3+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $18,915 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Filed as: ASSOCIATED ADMINISTRATORS INC Service code 13 · EIN 52-0940029 | Contract Administrator | $12,000 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $7,750 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $27,687-100.0% | $73,545-100.0% | $177,276-100.0% |
| Participation rate | 0.0% | 34.9%-34.9pp | 54.9%-54.9pp | 74.8%-74.8pp |
| Annual return | 14.60% | 16.77%-2.2pp | -15.16%+29.8pp | 21.25%-6.7pp |
| Employer contribution / active EE | $0 | $291-100.0% | $1,219-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $638 | $778-18.0% | $1,806-64.7% | $3,881-83.6% |
| Admin fee / account holder | $0 | $59-100.0% | $2,320-100.0% | $154-100.0% |