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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.
See the 3-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,440 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $18,505 |
ASSOCIATED PENSION CONSULTANTS3+ years Service code 13 | Contract Administrator | $15,910 |
ASSOCIATED PENSION CONSULTANTS3+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $2,855 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,691 | $79,171-33.4% | $102,423-48.6% | $74,495-29.3% |
| Participation rate | 62.4% | 74.8%-12.4pp | 76.5%-14.1pp | 67.2%-4.8pp |
| Annual return | 10.93% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $765 | $2,362-67.6% | $3,023-74.7% | $2,623-70.8% |
| Participant deferral / active EE | $3,050 | $4,415-30.9% | $5,053-39.6% | $4,346-29.8% |
| Admin fee / account holder | $430 | $2,001-78.5% | $9,451-95.5% | $1,942-77.9% |