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 |
|---|---|---|
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $13,126 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,788 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,777 | $71,192+48.6% | $117,854-10.2% | $62,292+69.8% |
| Participation rate | 90.8% | 74.2%+16.5pp | 79.7%+11.1pp | 69.5%+21.3pp |
| Annual return | 10.04% | 18.66%-8.6pp | 335.08%-325.0pp | 28.90%-18.9pp |
| Employer contribution / active EE | $1,549 | $1,934-19.9% | $3,786-59.1% | $2,042-24.2% |
| Participant deferral / active EE | $5,707 | $3,189+79.0% | $4,482+27.3% | $3,169+80.1% |
| Admin fee / account holder | $19 | $587-96.7% | $8,020-99.8% | $479-96.0% |