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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,660 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $21,121 |
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 | $153,415 | $86,655+77.0% | $119,609+28.3% | $66,914+129.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -16.73% | -8.00%-8.7pp | -14.97%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $5,543 | $2,536+118.6% | $4,232+31.0% | $2,544+117.9% |
| Participant deferral / active EE | $12,167 | $4,358+179.2% | $5,602+117.2% | $4,237+187.2% |
| Admin fee / account holder | $142 | $755-81.2% | $10,323-98.6% | $593-76.1% |