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 7-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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $65,767 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $24,985 |
ISAACKS & ASSOCIATES1 year Filed as: ISAACKS AND ASSOCIATES Service code 20 · EIN 91-1110351 | Direct payment from the plan; Trustee... | $15,000 |
Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 83-8091050 | Legal | $14,663 |
EUREKA VALUATION ADVISORS2 years Service code 34 · EIN 94-6000513 | Valuation (appraisals, etc.); Direct ... | $4,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,289 | $106,515-15.2% | $96,683-6.6% | $139,434-35.2% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 4.45% | 38.43%-34.0pp | 35.69%-31.2pp | 372.94%-368.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $359 | $7,877-95.4% | $6,730-94.7% | $11,403-96.9% |