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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC1+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $16,508 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,302 |
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 | $44,585 | $44,425+0.4% | $67,834-34.3% | $55,167-19.2% |
| Participation rate | 91.6% | 59.7%+31.9pp | 68.8%+22.8pp | 69.0%+22.6pp |
| Annual return | 11.26% | 17.80%-6.5pp | 138.47%-127.2pp | 169.23%-158.0pp |
| Employer contribution / active EE | $725 | $1,351-46.3% | $2,403-69.8% | $1,963-63.0% |
| Participant deferral / active EE | $3,351 | $2,166+54.7% | $3,160+6.0% | $3,054+9.7% |
| Admin fee / account holder | $139 | $530-73.8% | $4,622-97.0% | $504-72.4% |