Filed November 3, 2017
See peer percentile detail. $4.99 for your first month.
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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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,917 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $11,469 | $22,291-48.5% | $69,182-83.4% | $63,975-82.1% |
| Participation rate | 91.7% | 35.3%+56.4pp | 55.1%+36.6pp | 71.1%+20.6pp |
| Annual return | 7.16% | 9.30%-2.1pp | -21.93%+29.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $423 | $325+30.1% | $1,206-64.9% | $2,182-80.6% |
| Participant deferral / active EE | $1,320 | $808+63.5% | $1,897-30.4% | $3,356-60.7% |
| Admin fee / account holder | $45 | $73-38.1% | $2,697-98.3% | $70-35.8% |