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 | $53,966 |
NFP RETIREMENT INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $15,827 |
Service code 49 · EIN 74-2794194 | Other Services | $7,151 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,094 | $19,542+79.6% | $71,086-50.6% | - |
| Participation rate | 79.9% | 40.8%+39.1pp | 54.7%+25.3pp | - |
| Annual return | -4.74% | -4.82%+0.1pp | 650.59%-655.3pp | - |
| Employer contribution / active EE | $0 | $493-100.0% | $1,088-100.0% | - |
| Participant deferral / active EE | $1,338 | $1,220+9.7% | $1,874-28.6% | - |
| Admin fee / account holder | $197 | $1,270-84.5% | $3,082-93.6% | - |