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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,532 |
MAALOUF, GEORGES G.2+ years Service code 49 INSURCORP · LAS VEGAS, NV 891193732 | Other Services | $2,659 |
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 | $36,241 | $37,044-2.2% | $71,796-49.5% | $57,658-37.1% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.1%+7.4pp | 70.2%+6.3pp |
| Annual return | 8.41% | 12.64%-4.2pp | 78.04%-69.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $685 | $720-4.9% | $1,924-64.4% | $1,974-65.3% |
| Participant deferral / active EE | $2,754 | $1,974+39.5% | $2,794-1.5% | $3,061-10.0% |
| Admin fee / account holder | $25 | $101-75.5% | $4,815-99.5% | $95-73.8% |