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 | $3,033 |
PLAN ADVISORS, INC.2 years Service code 13 · EIN 59-1575461 | Contract Administrator | $1,250 |
Filed as: SIGNATOR INVESTORS, INC. Service code 49 · EIN 04-2442399 | Other Services | $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 | $73,726 | $62,586+17.8% | $76,768-4.0% | $64,186+14.9% |
| Participation rate | 95.6% | 72.8%+22.8pp | 77.0%+18.6pp | 69.6%+26.0pp |
| Annual return | -5.92% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,789 | $1,832+161.4% | $2,485+92.7% | $2,381+101.1% |
| Participant deferral / active EE | $7,259 | $3,145+130.8% | $3,852+88.5% | $3,470+109.2% |
| Admin fee / account holder | $33 | $4,667-99.3% | $6,675-99.5% | $4,888-99.3% |