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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $314,695 |
HENNESSY5+ years Filed as: HENNESSY, TIMOTHY E. Service code 49 PO BOX 1185 · CORVALLIS, OR 973391185 | Other Services | $74,483 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 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 | $81,364 | $47,456+71.5% | $172,739-52.9% | $77,787+4.6% |
| Participation rate | 79.9% | 66.3%+13.7pp | 82.6%-2.7pp | 73.2%+6.7pp |
| Annual return | 23.71% | 35.57%-11.9pp | 802.84%-779.1pp | 32.57%-8.9pp |
| Employer contribution / active EE | $2,221 | $1,574+41.1% | $5,143-56.8% | $2,504-11.3% |
| Participant deferral / active EE | $5,512 | $2,560+115.4% | $5,198+6.1% | $3,967+38.9% |
| Admin fee / account holder | $218 | $81+169.9% | $13,954-98.4% | $100+118.1% |