See peer percentile detail with Solo.
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.
See the 5-year trajectory with Solo.
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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $274,167 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $232,967 |
THE BENEFIT PRACTICE4+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $48,598 |
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 | $120,673 | $95,274+26.7% | $135,903-11.2% | $74,419+62.2% |
| Participation rate | 97.9% | 78.2%+19.7pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 22.31% | 32.77%-10.5pp | 68.23%-45.9pp | 34.38%-12.1pp |
| Employer contribution / active EE | $6,931 | $3,874+78.9% | $4,856+42.7% | $2,637+162.8% |
| Participant deferral / active EE | $10,846 | $7,782+39.4% | $7,758+39.8% | $4,528+139.5% |
| Admin fee / account holder | $195 | $266-26.9% | $10,762-98.2% | $348-44.0% |