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 | $43,624 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,246 |
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 | $85,627 | $61,473+39.3% | $81,930+4.5% | $73,409+16.6% |
| Participation rate | 98.0% | 72.4%+25.6pp | 72.0%+26.0pp | 72.2%+25.8pp |
| Annual return | 15.00% | 28.26%-13.3pp | 29.49%-14.5pp | 59.29%-44.3pp |
| Employer contribution / active EE | $4,174 | $1,898+119.9% | $4,310-3.2% | $2,234+86.9% |
| Participant deferral / active EE | $5,441 | $3,080+76.6% | $7,107-23.4% | $3,805+43.0% |
| Admin fee / account holder | $48 | $125-61.4% | $5,158-99.1% | $158-69.3% |