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 | $102,314 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,902 |
CARTHAGE AREA HOSPITAL1 year Service code 10 · EIN 15-0622079 | Accounting | $11,800 |
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 | $49,048 | $52,293-6.2% | $178,490-72.5% | $73,409-33.2% |
| Participation rate | 76.1% | 65.3%+10.8pp | 81.9%-5.8pp | 72.2%+3.9pp |
| Annual return | 18.75% | 34.75%-16.0pp | 151.07%-132.3pp | 59.29%-40.5pp |
| Employer contribution / active EE | $1,153 | $1,735-33.6% | $5,011-77.0% | $2,234-48.4% |
| Participant deferral / active EE | $3,082 | $2,332+32.2% | $5,202-40.7% | $3,805-19.0% |
| Admin fee / account holder | $261 | $127+104.6% | $13,984-98.1% | $158+65.0% |