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 | $148,093 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,547 |
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 | $77,837 | $55,790+39.5% | $76,817+1.3% | $67,579+15.2% |
| Participation rate | 93.8% | 71.1%+22.7pp | 72.1%+21.7pp | 71.3%+22.5pp |
| Annual return | 23.43% | 64.45%-41.0pp | 1166.11%-1142.7pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,701 | $1,810-6.0% | $2,302-26.1% | $2,148-20.8% |
| Participant deferral / active EE | $5,777 | $2,875+100.9% | $3,336+73.2% | $3,539+63.2% |
| Admin fee / account holder | $283 | $159+77.7% | $6,420-95.6% | $142+98.7% |