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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,309 |
HAWKINS ASH CPAS1+ years Filed as: HAWKINS JOHN C. Service code 49 115 S ADAIR ST · PRYOR, OK 743620866 | Other Services | $1,519 |
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 | $41,149 | $72,770-43.5% | $67,652-39.2% | $55,191-25.4% |
| Participation rate | 72.9% | 78.8%-5.9pp | 75.7%-2.8pp | 69.2%+3.7pp |
| Annual return | 0.75% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.0pp |
| Employer contribution / active EE | $846 | $1,769-52.2% | $2,266-62.7% | $1,899-55.5% |
| Participant deferral / active EE | $1,993 | $3,408-41.5% | $3,560-44.0% | $3,046-34.6% |
| Admin fee / account holder | $81 | $79+3.1% | $4,821-98.3% | $91-10.5% |