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 |
|---|---|---|
NORTH WOODS ASSET MANAGEMENT LLC2 years Service code 27 · EIN 47-3992551 | Advisory (Plan) | $6,455 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,724 | $55,453-48.2% | $170,442-83.1% | $62,292-53.9% |
| Participation rate | 63.9% | 66.4%-2.5pp | 83.6%-19.7pp | 69.5%-5.6pp |
| Annual return | 15.82% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,147 | $2,164-47.0% | $5,433-78.9% | $2,042-43.8% |
| Participant deferral / active EE | $1,261 | $2,303-45.2% | $4,939-74.5% | $3,169-60.2% |
| Admin fee / account holder | $37 | $455-91.8% | $13,880-99.7% | $479-92.2% |