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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,670 |
BJORKLUND, RICHARD J.2+ years Service code 49 11100 WAYZATA BLVD · MINNETONKA, MN 553055533 | Other Services | $1,084 |
MAYERON, CYNTHIA B.2+ years Service code 49 11100 WAYZATA BLVD · MINNETONKA, MN 553055533 | Other Services | $1,084 |
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 | $61,191 | $75,183-18.6% | $123,892-50.6% | $55,167+10.9% |
| Participation rate | 95.8% | 72.8%+23.0pp | 81.4%+14.4pp | 69.0%+26.8pp |
| Annual return | 12.18% | 19.01%-6.8pp | 47.52%-35.3pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,247 | $2,823-55.8% | $4,617-73.0% | $1,963-36.5% |
| Participant deferral / active EE | $5,544 | $5,084+9.0% | $5,984-7.4% | $3,054+81.5% |
| Admin fee / account holder | $191 | $663-71.1% | $8,357-97.7% | $504-62.1% |