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 7-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 | $93,967 |
EDWARD JONES1+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $22,594 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $12,801 |
AXLEY & RODE, LLP1+ years Filed as: AXLEY & RODE LLP Service code 10 · EIN 75-0767305 | Accounting | $8,950 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 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 | $139,263 | $65,365+113.1% | $92,893+49.9% | $72,985+90.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 11.16% | 42.10%-30.9pp | 109.41%-98.3pp | 81.00%-69.8pp |
| Employer contribution / active EE | $3,733 | $2,594+43.9% | $3,653+2.2% | $2,440+53.0% |
| Participant deferral / active EE | $4,217 | $3,128+34.8% | $4,236-0.5% | $3,607+16.9% |
| Admin fee / account holder | $1,072 | $4,251-74.8% | $5,794-81.5% | $5,124-79.1% |