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 7-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,150 |
SIGNATURE ESTATE & INVESTMENT1+ years Filed as: SIGNATURE ESTATE & INVESTMT ADVISOR Service code 27 · EIN 95-4806910 | Advisory (Plan) | $6,733 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,381 | $89,355-86.1% | $141,162-91.2% | $72,985-83.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 35.51% | 111.85%-76.3pp | 71.39%-35.9pp | 81.00%-45.5pp |
| Employer contribution / active EE | $2,649 | $3,114-14.9% | $4,735-44.1% | $2,440+8.6% |
| Participant deferral / active EE | $4,740 | $5,418-12.5% | $6,709-29.4% | $3,607+31.4% |
| Admin fee / account holder | $100 | $5,958-98.3% | $10,261-99.0% | $5,124-98.1% |