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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,836 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,475 |
Filed as: MISSION FINANCIAL GROUP, LLC Service code 27 · EIN 83-0700995 | Advisory (Plan) | $5,342 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,809 | $44,960+35.3% | $84,966-28.4% | $74,495-18.4% |
| Participation rate | 69.0% | 49.4%+19.7pp | 67.5%+1.5pp | 67.2%+1.8pp |
| Annual return | 14.10% | 26.24%-12.1pp | 66.38%-52.3pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,206 | $1,457-17.2% | $2,727-55.8% | $2,623-54.0% |
| Participant deferral / active EE | $4,120 | $2,731+50.9% | $4,519-8.8% | $4,346-5.2% |
| Admin fee / account holder | $117 | $2,209-94.7% | $6,149-98.1% | $1,942-94.0% |