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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,985 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $19,250 |
FARMER & BETTS1 year Filed as: NICHOLAS HICKS & FARMERS INC Service code 13 · EIN 20-1676141 | Contract Administrator | $2,875 |
Filed as: NICHOLAS HICKS & FRAMERS INC Service code 13 | Contract Administrator | $2,459 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,174 | $71,666-66.3% | $117,854-79.5% | $69,631-65.3% |
| Participation rate | 75.1% | 77.5%-2.4pp | 79.7%-4.6pp | 70.7%+4.4pp |
| Annual return | 20.57% | 18.86%+1.7pp | 335.08%-314.5pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $1,664 | $1,889-11.9% | $3,786-56.0% | $2,032-18.1% |
| Participant deferral / active EE | $2,632 | $3,340-21.2% | $4,482-41.3% | $3,224-18.4% |
| Admin fee / account holder | $171 | $120+41.9% | $8,020-97.9% | $110+54.6% |