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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,641 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,803 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $47,793 | $66,302-27.9% | $110,238-56.6% | $56,287-15.1% |
| Participation rate | 97.9% | 74.9%+23.0pp | 79.8%+18.1pp | 69.9%+28.1pp |
| Annual return | -6.58% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $3,756 | $2,047+83.5% | $3,826-1.8% | $2,111+77.9% |
| Participant deferral / active EE | $4,801 | $3,381+42.0% | $4,672+2.8% | $3,350+43.3% |
| Admin fee / account holder | $217 | $698-68.9% | $8,547-97.5% | $521-58.3% |