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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,761 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $19 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $63,810 | $50,498+26.4% | $75,781-15.8% | $55,191+15.6% |
| Participation rate | 98.8% | 69.4%+29.4pp | 75.8%+23.0pp | 69.2%+29.6pp |
| Annual return | -0.55% | 1.80%-2.3pp | 9.68%-10.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,632 | $2,291-28.8% | $3,323-50.9% | $1,899-14.0% |
| Participant deferral / active EE | $5,133 | $2,589+98.2% | $3,651+40.6% | $3,046+68.5% |
| Admin fee / account holder | $32 | $123-73.8% | $5,299-99.4% | $91-64.5% |