See peer percentile detail. $4.99 for your first month.
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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $255,103 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $52,000 |
BRYAN CAVE LLP1 year Service code 29 · EIN 43-0602162 | Legal | $28,271 |
Filed as: ALVAREZ & MARSAL TAXAND Service code 13 · EIN 20-1157630 | Contract Administrator | $27,145 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $25,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,205 | $68,904-30.0% | $121,196-60.2% | $68,904-30.0% |
| Participation rate | 37.2% | 74.1%-37.0pp | 71.7%-34.6pp | 74.1%-37.0pp |
| Annual return | -5.35% | 1.07%-6.4pp | 16.93%-22.3pp | 1.07%-6.4pp |
| Employer contribution / active EE | $857 | $2,540-66.2% | $4,022-78.7% | $2,540-66.2% |
| Participant deferral / active EE | $2,162 | $4,015-46.2% | $3,344-35.4% | $4,015-46.2% |
| Admin fee / account holder | $153 | $71+114.0% | $5,019-97.0% | $71+114.0% |