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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $89,621 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,676 |
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 | $85,710 | $55,790+53.6% | $76,817+11.6% | $67,579+26.8% |
| Participation rate | 98.7% | 71.1%+27.6pp | 72.1%+26.6pp | 71.3%+27.4pp |
| Annual return | 21.94% | 64.45%-42.5pp | 1166.11%-1144.2pp | 378.56%-356.6pp |
| Employer contribution / active EE | $4,281 | $1,810+136.5% | $2,302+86.0% | $2,148+99.3% |
| Participant deferral / active EE | $5,496 | $2,875+91.2% | $3,336+64.7% | $3,539+55.3% |
| Admin fee / account holder | $38 | $159-75.8% | $6,420-99.4% | $142-72.9% |