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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,382 |
NORTH WOODS ASSET MANAGEMENT LLC1 year Service code 27 · EIN 47-3992551 | Advisory (Plan) | $5,882 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,703 | $46,732-47.1% | $156,549-84.2% | $55,167-55.2% |
| Participation rate | 81.8% | 65.8%+16.0pp | 84.0%-2.2pp | 69.0%+12.8pp |
| Annual return | 8.22% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $572 | $2,105-72.8% | $5,501-89.6% | $1,963-70.8% |
| Participant deferral / active EE | $1,391 | $2,204-36.9% | $4,871-71.4% | $3,054-54.4% |
| Admin fee / account holder | $74 | $418-82.4% | $13,027-99.4% | $504-85.4% |