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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,601 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $42,786 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 16 · EIN 20-1054428 | Consulting | $24,704 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,764 | $73,638+31.4% | $108,410-10.7% | $79,386+21.9% |
| Participation rate | 94.5% | 77.4%+17.1pp | 80.1%+14.4pp | 70.7%+23.8pp |
| Annual return | 15.43% | 33.27%-17.8pp | 905.27%-889.8pp | 116.85%-101.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,712 | $6,218+8.0% | $6,563+2.3% | $4,046+65.9% |
| Admin fee / account holder | $395 | $638-38.1% | $7,295-94.6% | $626-37.0% |