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 | $79,565 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,614 |
NICHOLAS PENSION CONSULTANTS4 years Service code 13 · EIN 27-1186851 | Contract Administrator | $13,148 |
Filed as: NICHOLAS PENSION CONSULTANTS INC Service code 13 | Contract Administrator | $1,162 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,560 | $55,415-7.0% | $155,509-66.8% | $74,495-30.8% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 9.77% | 268.50%-258.7pp | 64.67%-54.9pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $2,896 | $2,267+27.7% | $4,672-38.0% | $2,623+10.4% |
| Participant deferral / active EE | $3,248 | $2,836+14.5% | $5,626-42.3% | $4,346-25.3% |
| Admin fee / account holder | $312 | $1,738-82.0% | $15,912-98.0% | $1,942-83.9% |