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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,651 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $9,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,707 | $84,936-72.1% | $111,297-78.7% | $79,386-70.1% |
| Participation rate | 82.0% | 75.9%+6.1pp | 77.3%+4.7pp | 70.7%+11.3pp |
| Annual return | 25.27% | 17.45%+7.8pp | 54.65%-29.4pp | 116.85%-91.6pp |
| Employer contribution / active EE | $1,635 | $1,979-17.4% | $2,731-40.1% | $2,427-32.6% |
| Participant deferral / active EE | $3,154 | $3,888-18.9% | $4,487-29.7% | $4,046-22.0% |
| Admin fee / account holder | $411 | $537-23.6% | $7,964-94.8% | $626-34.5% |