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 6-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $268,200 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $45,000 |
FRANK PENSION CONSULTANTS, LTD.2+ years Service code 13 · EIN 45-3569850 | Contract Administrator | $41,900 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $27,158 |
Filed as: LAWRENCE J. EISENBERG P.C. Service code 29 · EIN 46-1626846 | Legal | $12,317 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS, INC. Service code 49 · EIN 46-2966358 | Other Services | $5,250 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $55,344 | $67,512-18.0% | $185,823-70.2% | $93,030-40.5% |
| Participation rate | 90.9% | 67.1%+23.7pp | 81.7%+9.2pp | 73.9%+17.0pp |
| Annual return | 18.53% | 21.04%-2.5pp | 122.05%-103.5pp | 158.70%-140.2pp |
| Employer contribution / active EE | $1,747 | $1,783-2.0% | $5,167-66.2% | $2,706-35.4% |
| Participant deferral / active EE | $4,939 | $3,035+62.7% | $5,568-11.3% | $4,562+8.3% |
| Admin fee / account holder | $159 | $318-49.8% | $16,237-99.0% | $152+5.1% |