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 7-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,759 |
STROTHMAN AND COMPANY1 year Service code 10 · EIN 61-1191655 | Accounting | $12,750 |
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 | $70,474 | $85,135-17.2% | $98,907-28.7% | $73,409-4.0% |
| Participation rate | 87.0% | 81.1%+5.8pp | 76.0%+11.0pp | 72.2%+14.8pp |
| Annual return | 903.48% | 19.14%+884.3pp | 196.43%+707.1pp | 59.29%+844.2pp |
| Employer contribution / active EE | $1,242 | $2,721-54.4% | $2,689-53.8% | $2,234-44.4% |
| Participant deferral / active EE | $3,194 | $4,349-26.6% | $4,244-24.8% | $3,805-16.1% |
| Admin fee / account holder | $145 | $139+4.3% | $6,642-97.8% | $158-8.0% |