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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,787 |
LUTZ & COMPANY, PC4+ years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $8,500 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $20,802 | $56,443-63.1% | $83,848-75.2% | $55,725-62.7% |
| Participation rate | 75.8% | 72.0%+3.7pp | 76.1%-0.4pp | 70.9%+4.9pp |
| Annual return | -10.07% | 393.67%-403.7pp | 850.88%-860.9pp | 244.93%-255.0pp |
| Employer contribution / active EE | $741 | $2,682-72.4% | $3,631-79.6% | $2,078-64.3% |
| Participant deferral / active EE | $2,132 | $2,965-28.1% | $4,082-47.8% | $3,356-36.5% |
| Admin fee / account holder | $76 | $156-51.4% | $5,478-98.6% | $115-34.0% |