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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,038 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $11,956 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 | Advisory (Plan) | $6,602 |
Filed as: MML INVESTORS Service code 27 · EIN 04-2746212 | Advisory (Plan) | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,617 | $64,612-49.5% | $86,436-62.3% | $64,808-49.7% |
| Participation rate | 73.9% | 81.5%-7.6pp | 80.3%-6.5pp | 71.5%+2.4pp |
| Annual return | 0.00% | 0.66%-0.7pp | 4394.89%-4394.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,655 | $2,744-39.7% | $3,769-56.1% | $2,506-34.0% |
| Participant deferral / active EE | $2,838 | $7,497-62.1% | $6,952-59.2% | $4,310-34.2% |
| Admin fee / account holder | $89 | $169-47.4% | $6,731-98.7% | $188-52.6% |