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 |
|---|---|---|
PAR PLUMBING CO INC4 years Service code 13 · EIN 11-1165760 | Contract Administrator | $13,523 |
GATEWAY ADVISORY, LLC4 years Filed as: GATEWAY ADVISORY Service code 27 · EIN 27-1678306 | Advisory (Plan) | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,810 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,279 | $69,362+50.3% | $101,248+3.0% | $73,488+41.9% |
| Participation rate | 94.9% | 68.4%+26.5pp | 75.8%+19.1pp | 70.7%+24.2pp |
| Annual return | 14.68% | 18.46%-3.8pp | 46.47%-31.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,630 | $2,628-38.0% | $3,660-55.4% | $2,270-28.2% |
| Participant deferral / active EE | $8,534 | $3,300+158.6% | $4,370+95.3% | $3,740+128.2% |
| Admin fee / account holder | $28 | $704-96.0% | $5,945-99.5% | $513-94.5% |