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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.
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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,101 |
AVANTAX INSURANCE AGENCY LLC5 years Service code 49 · EIN 75-2787410 | Other Services | $26,155 |
Filed as: ROLAND CRISS FIDUCIARY S Service code 13 · EIN 75-2866255 | Contract Administrator | $18,000 |
ASCENSUS LLC4 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 13 · EIN 72-1450587 | Contract Administrator | $11,566 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,589 | $54,193+28.4% | $93,606-25.7% | $77,643-10.4% |
| Participation rate | 71.1% | 63.9%+7.2pp | 68.7%+2.4pp | 70.6%+0.5pp |
| Annual return | 10.84% | 30.54%-19.7pp | 133.20%-122.4pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,332 | $1,168+99.7% | $2,420-3.6% | $2,726-14.4% |
| Participant deferral / active EE | $4,086 | $3,144+30.0% | $4,411-7.4% | $4,647-12.1% |
| Admin fee / account holder | $450 | $576-21.9% | $8,285-94.6% | $430+4.4% |