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 | $42,689 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,164 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $61,292 | $86,332-29.0% | $125,175-51.0% | $65,185-6.0% |
| Participation rate | 96.9% | 75.3%+21.6pp | 79.8%+17.1pp | 70.2%+26.7pp |
| Annual return | 18.90% | 27.43%-8.5pp | 43.79%-24.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $3,602 | $2,040+76.6% | $3,865-6.8% | $2,177+65.5% |
| Participant deferral / active EE | $4,819 | $3,537+36.2% | $4,937-2.4% | $3,514+37.1% |
| Admin fee / account holder | $264 | $609-56.7% | $9,702-97.3% | $847-68.9% |