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 | $9,290 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,236 |
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 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 | $92,229 | $94,529-2.4% | $140,016-34.1% | $64,186+43.7% |
| Participation rate | 91.9% | 84.1%+7.8pp | 87.5%+4.4pp | 69.6%+22.3pp |
| Annual return | -1.61% | 7.77%-9.4pp | 651.12%-652.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,423 | $3,812-36.5% | $5,606-56.8% | $2,381+1.8% |
| Participant deferral / active EE | $6,714 | $5,250+27.9% | $6,927-3.1% | $3,470+93.5% |
| Admin fee / account holder | $33 | $6,741-99.5% | $10,705-99.7% | $4,888-99.3% |