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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,834 |
TAYLOR SECURITIES1 year Filed as: TAYLOR, SIDNEY K. Service code 49 4900 COX RD STE 170 · GLEN ALLEN, VA 230606507 | Other Services | $30,651 |
MANAGED BENEFITS INC5+ years Service code 49 · EIN 54-1788215 | Other Services | $8,984 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $116,045 | $88,122+31.7% | $141,162-17.8% | $67,579+71.7% |
| Participation rate | 80.9% | 76.5%+4.4pp | 82.5%-1.6pp | 71.3%+9.6pp |
| Annual return | 23.92% | 75.40%-51.5pp | 71.39%-47.5pp | 378.56%-354.6pp |
| Employer contribution / active EE | $1,827 | $3,224-43.4% | $4,735-61.4% | $2,148-15.0% |
| Participant deferral / active EE | $5,676 | $5,958-4.7% | $6,709-15.4% | $3,539+60.4% |
| Admin fee / account holder | $135 | $131+2.9% | $10,261-98.7% | $142-5.4% |