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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,023 |
SECURIAN FINANCIAL SERVICES INC3+ years Service code 49 · EIN 41-1486060 | Other Services | $35,787 |
HUDSON CISNE & CO LLP2+ years Service code 10 · EIN 71-0650689 | Accounting | $12,950 |
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).
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 | $19,751 | $38,833-49.1% | $78,778-74.9% | $77,958-74.7% |
| Participation rate | 87.1% | 60.9%+26.2pp | 69.2%+17.9pp | 71.6%+15.5pp |
| Annual return | 11.45% | 20.31%-8.9pp | 35.62%-24.2pp | 20.87%-9.4pp |
| Employer contribution / active EE | $612 | $840-27.1% | $1,986-69.2% | $2,310-73.5% |
| Participant deferral / active EE | $1,779 | $1,776+0.2% | $2,958-39.9% | $3,537-49.7% |
| Admin fee / account holder | $46 | $89-47.9% | $5,134-99.1% | $97-52.4% |