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 | $122,514 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $37,266 |
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 | $19,086 | $40,522-52.9% | $84,611-77.4% | $67,579-71.8% |
| Participation rate | 86.3% | 51.1%+35.2pp | 68.2%+18.0pp | 71.3%+15.0pp |
| Annual return | 20.68% | 32.72%-12.0pp | 258.74%-238.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $525 | $1,146-54.2% | $2,652-80.2% | $2,148-75.6% |
| Participant deferral / active EE | $1,718 | $2,132-19.4% | $3,899-55.9% | $3,539-51.4% |
| Admin fee / account holder | $154 | $145+6.1% | $4,912-96.9% | $142+8.3% |