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 | $152,427 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,955 |
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 | $97,166 | $61,473+58.1% | $81,930+18.6% | $73,409+32.4% |
| Participation rate | 94.7% | 72.4%+22.3pp | 72.0%+22.7pp | 72.2%+22.5pp |
| Annual return | 22.52% | 28.26%-5.7pp | 29.49%-7.0pp | 59.29%-36.8pp |
| Employer contribution / active EE | $2,056 | $1,898+8.3% | $4,310-52.3% | $2,234-8.0% |
| Participant deferral / active EE | $6,436 | $3,080+108.9% | $7,107-9.4% | $3,805+69.1% |
| Admin fee / account holder | $298 | $125+137.2% | $5,158-94.2% | $158+88.5% |