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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,316 |
AKIYAMA FINANCIAL SERVICES4 years Service code 27 · EIN 54-3709059 | Advisory (Plan) | $21,654 |
Filed as: PANAGIOTU PENSION ADVISORS INC Service code 49 · EIN 91-1466364 | Other Services | $5,020 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.)
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 | $84,670 | $70,908+19.4% | $98,907-14.4% | $73,488+15.2% |
| Participation rate | 79.8% | 73.8%+6.0pp | 76.0%+3.7pp | 70.7%+9.1pp |
| Annual return | 14.82% | 34.17%-19.3pp | 196.43%-181.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,274 | $2,036+11.7% | $2,689-15.4% | $2,270+0.2% |
| Participant deferral / active EE | $4,237 | $3,500+21.1% | $4,244-0.2% | $3,740+13.3% |
| Admin fee / account holder | $384 | $535-28.2% | $6,642-94.2% | $513-25.2% |