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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,838 |
HORNOR TOWNSEND & KENT INC4+ years Service code 49 · EIN 23-1706189 | Other Services | $2,176 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,038 | $58,577-24.8% | $83,333-47.2% | $64,186-31.4% |
| Participation rate | 76.6% | 72.0%+4.6pp | 77.8%-1.1pp | 69.6%+7.1pp |
| Annual return | -18.83% | 9.65%-28.5pp | 10.63%-29.5pp | 7.63%-26.5pp |
| Employer contribution / active EE | $1,836 | $2,098-12.5% | $3,379-45.7% | $2,381-22.9% |
| Participant deferral / active EE | $2,442 | $4,654-47.5% | $5,565-56.1% | $3,470-29.6% |
| Admin fee / account holder | $40 | $9,275-99.6% | $7,510-99.5% | $4,888-99.2% |