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 |
|---|---|---|
Filed as: AMERITAS INVESTMENT CORP INS AGENCY Service code 27 · EIN 47-0663374 | Advisory (Plan) | $37,107 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,072 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,152 | $59,186-3.4% | $76,768-25.6% | $56,287+1.5% |
| Participation rate | 55.8% | 75.2%-19.4pp | 77.0%-21.1pp | 69.9%-14.0pp |
| Annual return | -6.25% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $506 | $1,759-71.2% | $2,485-79.6% | $2,111-76.0% |
| Participant deferral / active EE | $3,991 | $3,255+22.6% | $3,852+3.6% | $3,350+19.2% |
| Admin fee / account holder | $16 | $489-96.8% | $6,675-99.8% | $521-97.0% |