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 | $65,753 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $53,981 |
FAWCASSON CPA1 year Service code 10 · EIN 52-0619968 | Accounting | $13,375 |
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 | $42,764 | $67,228-36.4% | $117,854-63.7% | $77,958-45.1% |
| Participation rate | 96.8% | 79.4%+17.4pp | 79.7%+17.1pp | 71.6%+25.1pp |
| Annual return | 13.68% | 19.13%-5.4pp | 335.08%-321.4pp | 20.87%-7.2pp |
| Employer contribution / active EE | $2,532 | $2,211+14.5% | $3,786-33.1% | $2,310+9.6% |
| Participant deferral / active EE | $3,030 | $3,653-17.1% | $4,482-32.4% | $3,537-14.3% |
| Admin fee / account holder | $44 | $76-41.7% | $8,020-99.4% | $97-54.6% |