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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $100,059 |
Filed as: PRINCIPAL SECURITIES INC. Service code 16 | Consulting | $69,360 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $425 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 16 711 HIGH STREET · DES MOINES, IA 50392 | Consulting | $0 |
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 | $32,836 | $35,485-7.5% | $74,550-56.0% | $55,725-41.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -4.28% | 0.72%-5.0pp | 32.53%-36.8pp | 244.93%-249.2pp |
| Employer contribution / active EE | $648 | $777-16.7% | $1,961-67.0% | $2,078-68.8% |
| Participant deferral / active EE | $3,255 | $2,181+49.3% | $3,108+4.7% | $3,356-3.0% |
| Admin fee / account holder | $113 | $114-1.4% | $5,060-97.8% | $115-2.2% |