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 | $49,043 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $11,193 |
Service code 49 · EIN 74-2794194 | Other Services | $10,494 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $37,600 | $31,679+18.7% | $74,701-49.7% | $65,185-42.3% |
| Participation rate | 77.6% | 40.4%+37.3pp | 54.5%+23.2pp | 70.2%+7.4pp |
| Annual return | 16.34% | 39.04%-22.7pp | 752.92%-736.6pp | 29.38%-13.0pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,304 | $1,191+9.5% | $1,964-33.6% | $3,514-62.9% |
| Admin fee / account holder | $192 | $379-49.4% | $3,333-94.3% | $847-77.4% |