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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,842 |
Service code 49 · EIN 93-0987232 | Other Services | $23,230 |
ASSOCIATED PENSION CONSULTANTS8+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $8,431 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $72,816 | $71,142+2.4% | $119,609-39.1% | $64,808+12.4% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.3%+19.8pp | 71.5%+27.6pp |
| Annual return | -15.57% | -10.01%-5.6pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,260 | $2,497-9.5% | $4,232-46.6% | $2,506-9.8% |
| Participant deferral / active EE | $6,144 | $4,490+36.9% | $5,602+9.7% | $4,310+42.6% |
| Admin fee / account holder | $237 | $162+45.9% | $10,323-97.7% | $188+26.0% |