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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,002 |
GALAXY CONTRACTING1 year Filed as: GALAXY SYSTEMS, INC. Service code 10 · EIN 34-1897225 | Accounting | $15,000 |
S B H U LIFE AGENCY INC6+ years Service code 49 · EIN 13-2896238 | Other Services | $4,433 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,577 | $100,801-54.8% | $149,696-69.6% | $73,409-37.9% |
| Participation rate | 82.5% | 77.7%+4.8pp | 82.5%0pp | 72.2%+10.3pp |
| Annual return | 19.08% | 265.34%-246.3pp | 276.60%-257.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $183 | $3,312-94.5% | $4,644-96.1% | $2,234-91.8% |
| Participant deferral / active EE | $5,442 | $6,404-15.0% | $6,842-20.5% | $3,805+43.0% |
| Admin fee / account holder | $73 | $181-59.5% | $9,309-99.2% | $158-53.7% |