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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,165 |
HOLLIFIELD, PATRICK T.2+ years Service code 49 300 VESTAVIA PKWY · VESTAVIA, AL 352163788 | Other Services | $2,981 |
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 | $23,151 | $36,916-37.3% | $156,549-85.2% | $57,658-59.8% |
| Participation rate | 71.0% | 63.4%+7.6pp | 84.0%-13.0pp | 70.2%+0.8pp |
| Annual return | 5.67% | 12.38%-6.7pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $836 | $1,571-46.8% | $5,501-84.8% | $1,974-57.7% |
| Participant deferral / active EE | $1,342 | $1,926-30.3% | $4,871-72.4% | $3,061-56.1% |
| Admin fee / account holder | $49 | $82-40.1% | $13,027-99.6% | $95-47.7% |