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 | $7,647 |
FTB ADVISORS, INC.3 years Filed as: FTB ADVISORS INC. Service code 49 · EIN 62-1254528 | Other Services | $3,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,454 | $59,186-28.3% | $76,768-44.7% | $56,287-24.6% |
| Participation rate | 89.0% | 75.2%+13.8pp | 77.0%+12.1pp | 69.9%+19.2pp |
| Annual return | -5.91% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.0pp |
| Employer contribution / active EE | $971 | $1,759-44.8% | $2,485-60.9% | $2,111-54.0% |
| Participant deferral / active EE | $2,509 | $3,255-22.9% | $3,852-34.9% | $3,350-25.1% |
| Admin fee / account holder | $34 | $489-93.1% | $6,675-99.5% | $521-93.5% |