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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,071 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,124 |
SHIRAZI, MASOUD S.3+ years Service code 49 8205 W 20TH ST · GREELEY, CO 806344697 | Other Services | $7,105 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $22,189 | $46,173-51.9% | $170,442-87.0% | $69,631-68.1% |
| Participation rate | 77.2% | 63.9%+13.3pp | 83.6%-6.4pp | 70.7%+6.5pp |
| Annual return | 16.87% | 21.62%-4.8pp | 205.93%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $956 | $1,610-40.6% | $5,433-82.4% | $2,032-53.0% |
| Participant deferral / active EE | $1,675 | $2,080-19.5% | $4,939-66.1% | $3,224-48.0% |
| Admin fee / account holder | $61 | $116-47.1% | $13,880-99.6% | $110-44.4% |