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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,184 |
GUNDERMANN & GUNDERMANN INC1+ years Service code 49 · EIN 11-2248895 | Other Services | $3,249 |
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 | $35,718 | $43,550-18.0% | $63,517-43.8% | $52,331-31.7% |
| Participation rate | 83.4% | 65.7%+17.7pp | 71.0%+12.4pp | 68.1%+15.3pp |
| Annual return | 0.34% | 2.03%-1.7pp | -70.30%+70.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $921 | $1,351-31.8% | $2,322-60.3% | $1,882-51.0% |
| Participant deferral / active EE | $2,565 | $2,254+13.8% | $2,953-13.1% | $3,022-15.1% |
| Admin fee / account holder | $104 | $387-73.1% | $5,892-98.2% | $592-82.4% |