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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,969 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,638 | $46,173-12.0% | $170,442-76.2% | $69,631-41.6% |
| Participation rate | 85.7% | 63.9%+21.8pp | 83.6%+2.1pp | 70.7%+15.0pp |
| Annual return | 15.82% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,448 | $1,610-10.1% | $5,433-73.4% | $2,032-28.8% |
| Participant deferral / active EE | $1,364 | $2,080-34.5% | $4,939-72.4% | $3,224-57.7% |
| Admin fee / account holder | $65 | $116-43.8% | $13,880-99.5% | $110-41.0% |