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 | $244,521 |
PON NORTH AMERICA2 years Service code 10 · EIN 13-3921166 | Accounting | $5,500 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,442 | $143,525-59.3% | $379,746-84.6% | $90,288-35.3% |
| Participation rate | 80.2% | 82.9%-2.7pp | 78.4%+1.8pp | 73.4%+6.8pp |
| Annual return | 7.47% | 18.97%-11.5pp | 34.90%-27.4pp | 53.97%-46.5pp |
| Employer contribution / active EE | $1,474 | $3,201-53.9% | $3,540-58.3% | $2,524-41.6% |
| Participant deferral / active EE | $3,794 | $5,231-27.5% | $6,024-37.0% | $4,232-10.4% |
| Admin fee / account holder | $111 | $100+10.9% | $7,927-98.6% | $114-2.3% |