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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,876 |
WILLIAM BLAIR1 year Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $28,639 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 16 · EIN 20-1054428 | Consulting | $18,230 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,147 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,831 | $61,214+14.1% | $83,333-16.2% | $56,287+24.1% |
| Participation rate | 97.8% | 72.6%+25.2pp | 77.8%+20.1pp | 69.9%+28.0pp |
| Annual return | -3.96% | 0.42%-4.4pp | 10.63%-14.6pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,345 | $1,925-30.1% | $3,379-60.2% | $2,111-36.3% |
| Participant deferral / active EE | $6,933 | $5,091+36.2% | $5,565+24.6% | $3,350+107.0% |
| Admin fee / account holder | $296 | $512-42.1% | $7,510-96.1% | $521-43.2% |