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 6-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,272 |
LEUMI INVESTMENT SERVICES INC2+ years Service code 49 · EIN 13-4132289 | Other Services | $11,409 |
COOPER SAVAS LLC1 year Filed as: COOPER WILLIAMS LLC Service code 10 · EIN 27-2627149 | Accounting | $8,500 |
PAPILLON PRINTING, LLC1 year Filed as: PAPILLON PRINTING LLC Service code 13 · EIN 81-5183995 | Contract Administrator | $5,144 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $3,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,459 | $39,948-6.2% | $89,391-58.1% | $73,409-49.0% |
| Participation rate | 24.0% | 50.4%-26.4pp | 68.0%-43.9pp | 72.2%-48.1pp |
| Annual return | 18.80% | 50.12%-31.3pp | 245.62%-226.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $481 | $1,200-59.9% | $2,586-81.4% | $2,234-78.5% |
| Participant deferral / active EE | $966 | $2,193-55.9% | $3,890-75.2% | $3,805-74.6% |
| Admin fee / account holder | $439 | $134+227.4% | $4,881-91.0% | $158+178.3% |