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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,653 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $1,681 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15 |
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 | $70,191 | $50,666+38.5% | $76,817-8.6% | $65,185+7.7% |
| Participation rate | 91.3% | 68.8%+22.5pp | 72.1%+19.2pp | 70.2%+21.1pp |
| Annual return | 18.74% | 28.51%-9.8pp | 1166.11%-1147.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,091 | $1,575+32.8% | $2,302-9.2% | $2,177-3.9% |
| Participant deferral / active EE | $3,016 | $2,647+14.0% | $3,336-9.6% | $3,514-14.2% |
| Admin fee / account holder | $33 | $463-92.9% | $6,420-99.5% | $847-96.1% |