See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $188,504 |
RSM US LLP1 year Filed as: RSM US, LLP Service code 10 151 WEST 42ND STREET, FLOORS 18-20 · NEW YORK CITY, NY 10036 | Accounting | $28,928 |
LARSON & COMPANY, PC1 year Filed as: LARSON & COMPANY P.C. Service code 10 11240 S. RIVER HEIGHTS DR · SOUTH JORDAN, UT 84095 | Accounting | $24,000 |
PAUL HASTINGS LLP1 year Filed as: PAUL HASTINGS, LLP Service code 29 4747 EXECUTIVE DRIVE,12TH FLOOR · SAN DIEGO, CA 92121 | Legal | $21,926 |
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $176,056-100.0% | $159,436-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 12.01% | 331.75%-319.7pp | 263.57%-251.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |