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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,651 |
MEYER, UNKOVIC & SCOTT1+ years Filed as: MEYER JR, WILLIAM L. Service code 49 15415 CLAYTON ROAD · BALLWIN, MO 63011 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,529 | $54,320+2.2% | $67,652-17.9% | $52,331+6.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -3.82% | 6.81%-10.6pp | 6625.04%-6628.9pp | 4.54%-8.4pp |
| Employer contribution / active EE | $1,877 | $1,544+21.6% | $2,266-17.2% | $1,882-0.3% |
| Participant deferral / active EE | $2,680 | $2,950-9.2% | $3,560-24.7% | $3,022-11.3% |
| Admin fee / account holder | $30 | $527-94.3% | $4,821-99.4% | $592-94.9% |