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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $291,506 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $93,750 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $17,100 |
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 | $111,772 | $91,517+22.1% | $101,248+10.4% | $73,409+52.3% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.8%+23.1pp | 72.2%+26.8pp |
| Annual return | 19.39% | 17.17%+2.2pp | 46.47%-27.1pp | 59.29%-39.9pp |
| Employer contribution / active EE | $3,430 | $2,877+19.2% | $3,660-6.3% | $2,234+53.6% |
| Participant deferral / active EE | $9,841 | $3,338+194.8% | $4,370+125.2% | $3,805+158.6% |
| Admin fee / account holder | $216 | $216+0.3% | $5,945-96.4% | $158+37.1% |