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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,054 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $24,569 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $13,600 |
SMARTDOLLAR1 year Service code 38 · EIN 62-1593846 | Participant Communication | $11,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,944 | $66,601-28.0% | $92,893-48.4% | $67,579-29.1% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.8pp | 71.3%+25.6pp |
| Annual return | 4.98% | 92.58%-87.6pp | 109.41%-104.4pp | 378.56%-373.6pp |
| Employer contribution / active EE | $1,568 | $2,775-43.5% | $3,653-57.1% | $2,148-27.0% |
| Participant deferral / active EE | $5,194 | $3,157+64.5% | $4,236+22.6% | $3,539+46.8% |
| Admin fee / account holder | $37 | $199-81.4% | $5,794-99.4% | $142-74.0% |