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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,748 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $15,452 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 | Other Services | $8,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,378 | $52,953+15.9% | $172,739-64.5% | $65,185-5.8% |
| Participation rate | 79.9% | 66.2%+13.7pp | 82.6%-2.8pp | 70.2%+9.7pp |
| Annual return | 20.73% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,740 | $2,190+25.1% | $5,143-46.7% | $2,177+25.9% |
| Participant deferral / active EE | $6,295 | $2,471+154.8% | $5,198+21.1% | $3,514+79.2% |
| Admin fee / account holder | $477 | $472+1.0% | $13,954-96.6% | $847-43.7% |