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 8-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 | $17,927 |
SECURITIES AMERICA INC1+ years Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $4,815 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $12,291 | $47,977-74.4% | $154,107-92.0% | $56,287-78.2% |
| Participation rate | 97.4% | 66.2%+31.2pp | 83.0%+14.4pp | 69.9%+27.5pp |
| Annual return | -9.69% | 3.54%-13.2pp | 735.12%-744.8pp | -9.96%+0.3pp |
| Employer contribution / active EE | $1,583 | $2,169-27.0% | $5,298-70.1% | $2,111-25.0% |
| Participant deferral / active EE | $2,586 | $2,392+8.1% | $5,081-49.1% | $3,350-22.8% |
| Admin fee / account holder | $85 | $438-80.6% | $13,411-99.4% | $521-83.7% |