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 | $27,500 |
LAWING FINANCIAL3+ years Filed as: LAWING FINANCIAL ASSOCIATES INC Service code 27 · EIN 48-1188446 | Advisory (Plan) | $17,452 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,387 | $50,637-65.7% | $86,590-79.9% | $62,292-72.1% |
| Participation rate | 83.0% | 67.9%+15.1pp | 73.5%+9.5pp | 69.5%+13.5pp |
| Annual return | 15.02% | 20.80%-5.8pp | 964.84%-949.8pp | 28.90%-13.9pp |
| Employer contribution / active EE | $666 | $2,075-67.9% | $2,839-76.5% | $2,042-67.4% |
| Participant deferral / active EE | $1,802 | $2,611-31.0% | $3,609-50.1% | $3,169-43.1% |
| Admin fee / account holder | $261 | $413-36.8% | $4,906-94.7% | $479-45.5% |