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 | $72,134 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $49,045 |
GOLDLEAF PARTNERS2+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $19,686 |
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 | $0 | $202,387-100.0% | $57,179-100.0% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.3%-75.3pp | - |
| Annual return | 6.69% | 10.83%-4.1pp | 14.59%-7.9pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,682-100.0% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $0 | $22,351-100.0% | $3,139-100.0% | - |