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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,091 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $53,730 |
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 | $63,714 | $82,202-22.5% | $125,339-49.2% | $64,808-1.7% |
| Participation rate | 98.2% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -16.05% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,116 | $3,615-13.8% | $4,814-35.3% | $2,506+24.4% |
| Participant deferral / active EE | $8,492 | $7,175+18.4% | $7,446+14.0% | $4,310+97.0% |
| Admin fee / account holder | $162 | $163-0.9% | $10,010-98.4% | $188-13.9% |