Filed July 30, 2021
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,396 |
WILLIAM BLAIR2 years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $56,977 |
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 | $53,126 | $42,810+24.1% | $169,463-68.7% | $55,725-4.7% |
| Participation rate | 92.9% | 64.7%+28.2pp | 77.8%+15.1pp | 70.9%+22.1pp |
| Annual return | -3.99% | -3.61%-0.4pp | 1.83%-5.8pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,770 | $1,402+26.3% | $4,159-57.4% | $2,078-14.8% |
| Participant deferral / active EE | $4,620 | $3,141+47.1% | $5,277-12.5% | $3,356+37.7% |
| Admin fee / account holder | $217 | $106+104.2% | $9,109-97.6% | $115+88.7% |