See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
TAYLOR SECURITIES4 years Filed as: TAYLOR, SIDNEY K. Service code 49 2268 WHITE HORSE RD · MAIDENS, VA 231022358 | Other Services | $44,729 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,807 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,794 | $82,202+34.8% | $125,339-11.6% | $64,808+71.0% |
| Participation rate | 89.1% | 77.9%+11.2pp | 82.4%+6.7pp | 71.5%+17.6pp |
| Annual return | -17.42% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,341 | $3,615-35.3% | $4,814-51.4% | $2,506-6.6% |
| Participant deferral / active EE | $7,391 | $7,175+3.0% | $7,446-0.7% | $4,310+71.5% |
| Admin fee / account holder | $43 | $163-73.8% | $10,010-99.6% | $188-77.2% |