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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VERITAS WEALTH ADVISORS5+ years Service code 27 · EIN 20-0488076 | Advisory (Plan) | $8,833 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,496 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,553 | $58,512-39.2% | $84,015-57.7% | $72,985-51.3% |
| Participation rate | 70.1% | 61.2%+8.9pp | 69.0%+1.1pp | 69.5%+0.6pp |
| Annual return | 19.61% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $177 | $1,163-84.8% | $1,983-91.1% | $2,440-92.7% |
| Participant deferral / active EE | $2,968 | $2,394+24.0% | $3,239-8.4% | $3,607-17.7% |
| Admin fee / account holder | $111 | $4,569-97.6% | $6,101-98.2% | $5,124-97.8% |