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 | $274,506 |
HYAS GROUP, LLC1 year Service code 26 · EIN 26-2924761 | Advisory (Participants) | $42,000 |
HENNESSY6+ years Filed as: HENNESSY, TIMOTHY E. Service code 49 PO BOX 1185 · CORVALLIS, OR 97339 | Other Services | $21,258 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,901 | $56,095+78.1% | $178,490-44.0% | $90,288+10.6% |
| Participation rate | 80.6% | 65.6%+15.0pp | 81.9%-1.4pp | 73.4%+7.2pp |
| Annual return | 14.97% | 28.81%-13.8pp | 151.07%-136.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $2,200 | $1,572+39.9% | $5,011-56.1% | $2,524-12.8% |
| Participant deferral / active EE | $5,844 | $2,669+119.0% | $5,202+12.3% | $4,232+38.1% |
| Admin fee / account holder | $203 | $101+101.3% | $13,984-98.6% | $114+77.6% |