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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $268,059 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $103,302 |
FRANK PENSION CONSULTANTS, LTD.1+ years Service code 13 · EIN 45-3569850 | Contract Administrator | $24,750 |
FRANK PENSION CONSULTANTS, LTD.1+ years Filed as: FRANK PENSION CONSULTANTS LTD. Service code 13 | Contract Administrator | $20,438 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $55,535 | $52,293+6.2% | $178,490-68.9% | $73,409-24.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 23.81% | 34.75%-10.9pp | 151.07%-127.3pp | 59.29%-35.5pp |
| Employer contribution / active EE | $1,616 | $1,735-6.9% | $5,011-67.7% | $2,234-27.6% |
| Participant deferral / active EE | $4,708 | $2,332+101.9% | $5,202-9.5% | $3,805+23.7% |
| Admin fee / account holder | $222 | $127+74.2% | $13,984-98.4% | $158+40.5% |