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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,676 |
Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,000 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 49 · EIN 33-0499726 | Other Services | $12,624 |
CETERA ADVISOR NETWORKS LLC2 years Service code 49 · EIN 95-3845382 | Other Services | $11,281 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $2,028 |
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 | $32,614 | $80,005-59.2% | $140,016-76.7% | $55,725-41.5% |
| Participation rate | 82.2% | 87.0%-4.8pp | 87.5%-5.3pp | 70.9%+11.3pp |
| Annual return | -1.77% | 0.46%-2.2pp | 651.12%-652.9pp | 244.93%-246.7pp |
| Employer contribution / active EE | $4,373 | $3,403+28.5% | $5,606-22.0% | $2,078+110.4% |
| Participant deferral / active EE | $7,981 | $5,264+51.6% | $6,927+15.2% | $3,356+137.8% |
| Admin fee / account holder | $126 | $116+9.0% | $10,705-98.8% | $115+9.5% |