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 | $62,978 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $48,371 |
BURRIS LOGISTICS3+ years Service code 10 · EIN 52-1518037 | Accounting | $8,500 |
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 | $39,717 | $64,311-38.2% | $110,238-64.0% | $75,289-47.2% |
| Participation rate | 98.9% | 79.3%+19.7pp | 79.8%+19.1pp | 72.4%+26.5pp |
| Annual return | -4.26% | -1.74%-2.5pp | 314.74%-319.0pp | -0.04%-4.2pp |
| Employer contribution / active EE | $2,537 | $2,404+5.5% | $3,826-33.7% | $2,405+5.5% |
| Participant deferral / active EE | $3,260 | $3,892-16.2% | $4,672-30.2% | $3,739-12.8% |
| Admin fee / account holder | $41 | $88-52.8% | $8,547-99.5% | $102-59.6% |