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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $8,563 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,193 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,276 | $100,041-10.8% | $149,718-40.4% | $70,131+27.3% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.1%-2.7pp | 69.5%+14.9pp |
| Annual return | 7.53% | 27.43%-19.9pp | 1501.63%-1494.1pp | 73.14%-65.6pp |
| Employer contribution / active EE | $2,123 | $3,662-42.0% | $5,445-61.0% | $2,342-9.4% |
| Participant deferral / active EE | $5,743 | $4,983+15.3% | $6,569-12.6% | $3,332+72.4% |
| Admin fee / account holder | $33 | $8,286-99.6% | $11,283-99.7% | $4,645-99.3% |