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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $151,844 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $34,357 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $21,258 |
BDO USA, LLP1 year Service code 27 · EIN 13-5381590 | Advisory (Plan) | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,600 | $43,466-45.7% | $90,951-74.1% | $90,288-73.9% |
| Participation rate | 86.7% | 62.5%+24.3pp | 69.0%+17.7pp | 73.4%+13.4pp |
| Annual return | 17.65% | 25.26%-7.6pp | 134.60%-117.0pp | 53.97%-36.3pp |
| Employer contribution / active EE | $144 | $840-82.9% | $2,122-93.2% | $2,524-94.3% |
| Participant deferral / active EE | $2,567 | $2,138+20.1% | $3,373-23.9% | $4,232-39.4% |
| Admin fee / account holder | $129 | $92+40.8% | $5,959-97.8% | $114+13.4% |