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 9-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 |
|---|---|---|
Service code 15 1002 LINCOLN DRIVE W, STE H · MARLTON, NJ 08053 | Recordkeeping | $7,089 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $3,349 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $17,468 | $47,977-63.6% | $154,107-88.7% | $56,287-69.0% |
| Participation rate | 98.9% | 66.2%+32.7pp | 83.0%+15.8pp | 69.9%+29.0pp |
| Annual return | 9.20% | 3.54%+5.7pp | 735.12%-725.9pp | -9.96%+19.2pp |
| Employer contribution / active EE | $1,199 | $2,169-44.7% | $5,298-77.4% | $2,111-43.2% |
| Participant deferral / active EE | $1,357 | $2,392-43.2% | $5,081-73.3% | $3,350-59.5% |
| Admin fee / account holder | $104 | $438-76.2% | $13,411-99.2% | $521-80.0% |