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 9-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: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $248,748 |
Filed as: MANSPERGER PATTERSON Service code 10 · EIN 86-0751928 | Accounting | $18,000 |
Filed as: LOCKTON INVESTMENT ADV Service code 27 · EIN 20-3354970 | Advisory (Plan) | $15,000 |
Filed as: PRINCIPAL FINANCIAL ADVISORS INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $12,162 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,217 |
See 1 actuary disclosure. $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.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 2.88% | 5.09%-2.2pp | 5.00%-2.1pp | 7.18%-4.3pp |
| Employer contribution / active EE | $24,917 | $7,393+237.0% | $35,918-30.6% | $13,095+90.3% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |