See peer percentile detail. $4.99 for your first month.
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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,425 |
STEPHENSON & CO., INC.6 years Service code 27 · EIN 81-1124741 | Advisory (Plan) | $25,934 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,080 | $64,119+40.5% | $112,228-19.7% | $66,914+34.6% |
| Participation rate | 97.8% | 68.5%+29.4pp | 75.1%+22.8pp | 69.8%+28.0pp |
| Annual return | -14.43% | -13.81%-0.6pp | 27.45%-41.9pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,411 | $3,005-53.1% | $3,635-61.2% | $2,544-44.6% |
| Participant deferral / active EE | $4,751 | $3,693+28.6% | $4,728+0.5% | $4,237+12.1% |
| Admin fee / account holder | $427 | $625-31.7% | $6,410-93.3% | $593-28.0% |