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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,570 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,969 |
Service code 49 · EIN 74-2794194 | Other Services | $6,168 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,886 | $53,901-33.4% | $134,143-73.2% | $73,488-51.2% |
| Participation rate | 97.9% | 62.8%+35.1pp | 72.2%+25.7pp | 70.7%+27.2pp |
| Annual return | 14.73% | 15.82%-1.1pp | 36.33%-21.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,215 | $1,458-16.7% | $3,704-67.2% | $2,270-46.5% |
| Participant deferral / active EE | $1,988 | $2,739-27.4% | $3,499-43.2% | $3,740-46.8% |
| Admin fee / account holder | $146 | $581-74.8% | $6,684-97.8% | $513-71.5% |