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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,204 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,748 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,879 | $95,274-14.1% | $135,903-39.8% | $74,419+10.0% |
| Participation rate | 97.8% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 19.53% | 32.77%-13.2pp | 68.23%-48.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $3,184 | $3,874-17.8% | $4,856-34.4% | $2,637+20.7% |
| Participant deferral / active EE | $8,737 | $7,782+12.3% | $7,758+12.6% | $4,528+92.9% |
| Admin fee / account holder | $173 | $266-34.9% | $10,762-98.4% | $348-50.2% |