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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $72,345 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,347 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Direct payment from the plan; Recordk... | $5,204 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,564 | $155,795-45.7% | $136,294-38.0% | $69,631+21.4% |
| Participation rate | 70.8% | 75.2%-4.5pp | 81.9%-11.1pp | 70.7%+0.1pp |
| Annual return | 25.95% | 232464.33%-232438.4pp | 5155.94%-5130.0pp | 27571.02%-27545.1pp |
| Employer contribution / active EE | $6,238 | $2,991+108.5% | $4,695+32.8% | $2,032+206.9% |
| Participant deferral / active EE | $4,689 | $5,394-13.1% | $6,247-24.9% | $3,224+45.5% |
| Admin fee / account holder | $156 | $128+21.9% | $9,243-98.3% | $110+41.6% |