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 COMPANY5+ years Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $150,129 |
JACKSON THORNTON4 years Service code 34 · EIN 63-1035288 | Direct payment from the plan; Valuati... | $18,629 |
GREATBANC TRUST COMPANY1 year Filed as: GREAT BANC Service code 25 · EIN 36-3681493 | Directed Trustee | $14,399 |
BKD, LLP5+ years Filed as: LAPORTE Service code 10 · EIN 72-1088864 | Accounting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,690 | $67,598-93.1% | $75,886-93.8% | $77,787-94.0% |
| Participation rate | 94.5% | 69.6%+24.9pp | 69.3%+25.2pp | 73.2%+21.2pp |
| Annual return | -23.28% | 23.18%-46.5pp | 30.76%-54.0pp | 32.57%-55.9pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $2,500-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $96 | $96-0.4% | $5,418-98.2% | $100-4.1% |