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 | $24,961 |
THE CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP Service code 13 · EIN 20-8394397 | Contract Administrator | $10,939 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $55,431 | $53,925+2.8% | $75,670-26.7% | $69,631-20.4% |
| Participation rate | 96.5% | 71.2%+25.3pp | 72.3%+24.1pp | 70.7%+25.8pp |
| Annual return | 13.34% | 17.84%-4.5pp | 27.34%-14.0pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $805 | $1,802-55.3% | $2,352-65.8% | $2,032-60.4% |
| Participant deferral / active EE | $3,688 | $2,569+43.5% | $3,142+17.4% | $3,224+14.4% |
| Admin fee / account holder | $82 | $97-15.5% | $5,800-98.6% | $110-25.7% |