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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,809 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $2,043 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,835 | $43,504+35.2% | $68,793-14.5% | $56,287+4.5% |
| Participation rate | 98.0% | 67.8%+30.2pp | 72.2%+25.8pp | 69.9%+28.2pp |
| Annual return | -7.19% | -3.15%-4.0pp | -4.63%-2.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,927 | $1,525+26.3% | $2,625-26.6% | $2,111-8.7% |
| Participant deferral / active EE | $3,235 | $2,509+28.9% | $3,311-2.3% | $3,350-3.4% |
| Admin fee / account holder | $24 | $515-95.3% | $5,131-99.5% | $521-95.4% |