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 10-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $169,125 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 10 · EIN 20-1181458 | Accounting | $21,040 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $16,127 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $12,500 |
Filed as: ADMINISTRATIVE FIDUCIARY Service code 13 · EIN 46-2919997 | Contract Administrator | $9,913 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,740 | $88,890-65.4% | $102,423-70.0% | $77,643-60.4% |
| Participation rate | 92.9% | 80.9%+12.0pp | 76.5%+16.4pp | 70.6%+22.3pp |
| Annual return | 11.49% | 24.98%-13.5pp | 29.32%-17.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,769 | $2,698-34.4% | $3,023-41.5% | $2,726-35.1% |
| Participant deferral / active EE | $3,402 | $5,145-33.9% | $5,053-32.7% | $4,647-26.8% |
| Admin fee / account holder | $246 | $235+4.4% | $9,451-97.4% | $430-42.9% |