See peer percentile detail. $4.99 for your first month.
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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 | $54,373 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,717 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,059 |
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 | $50,294 | $46,722+7.6% | $130,648-61.5% | $65,185-22.8% |
| Participation rate | 98.3% | 60.9%+37.4pp | 71.7%+26.6pp | 70.2%+28.1pp |
| Annual return | 20.53% | 24.17%-3.6pp | 1708.96%-1688.4pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,219 | $1,488+49.2% | $4,092-45.8% | $2,177+1.9% |
| Participant deferral / active EE | $2,985 | $2,545+17.3% | $3,603-17.1% | $3,514-15.0% |
| Admin fee / account holder | $255 | $453-43.6% | $5,464-95.3% | $847-69.9% |