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 | $62,976 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 | Other Services | $14,605 |
PBMARES, LLP1 year Service code 49 · EIN 54-0737372 | Other Services | $7,302 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.)
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 | $162,181 | $58,879+175.4% | $178,490-9.1% | $73,488+120.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.78% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $6,136 | $2,236+174.4% | $5,011+22.5% | $2,270+170.3% |
| Participant deferral / active EE | $6,351 | $2,567+147.4% | $5,202+22.1% | $3,740+69.8% |
| Admin fee / account holder | $368 | $400-8.0% | $13,984-97.4% | $513-28.2% |