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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,607 |
SIGNATURE ESTATE & INVESTMENT2+ years Filed as: SIGNATURE ESTATE & INVESTMT ADVISOR Service code 27 · EIN 95-4806910 | Advisory (Plan) | $12,001 |
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 | $32,065 | $98,750-67.5% | $149,696-78.6% | $79,858-59.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.6pp |
| Annual return | 67.58% | 27.43%+40.2pp | 276.60%-209.0pp | 31.71%+35.9pp |
| Employer contribution / active EE | $2,485 | $3,216-22.8% | $4,644-46.5% | $2,471+0.6% |
| Participant deferral / active EE | $8,112 | $5,680+42.8% | $6,842+18.6% | $3,740+116.9% |
| Admin fee / account holder | $275 | $6,053-95.5% | $9,309-97.0% | $5,306-94.8% |