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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,334 |
GBS RETIREMENT SERVICES2 years Filed as: GBS RETIREMENT SRV Service code 27 · EIN 13-3727333 | Advisory (Plan) | $18,750 |
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 | $46,115 | $62,928-26.7% | $172,739-73.3% | $67,579-31.8% |
| Participation rate | 98.0% | 64.5%+33.5pp | 82.6%+15.4pp | 71.3%+26.7pp |
| Annual return | 24.25% | 30.36%-6.1pp | 802.84%-778.6pp | 378.56%-354.3pp |
| Employer contribution / active EE | $2,107 | $1,636+28.8% | $5,143-59.0% | $2,148-1.9% |
| Participant deferral / active EE | $3,340 | $2,145+55.7% | $5,198-35.7% | $3,539-5.6% |
| Admin fee / account holder | $159 | $167-4.8% | $13,954-98.9% | $142+11.5% |