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 |
|---|---|---|
EDWARD JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $47,914 |
EDBERG & PERRY INC5+ years Service code 13 · EIN 86-0738258 | Contract Administrator | $46,098 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,483 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,203 | $72,658-11.6% | $127,761-49.7% | $67,579-5.0% |
| Participation rate | 96.9% | 80.0%+17.0pp | 79.0%+17.9pp | 71.3%+25.6pp |
| Annual return | 23.24% | 26.49%-3.3pp | 26.14%-2.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $4,429 | $3,988+11.0% | $4,574-3.2% | $2,148+106.2% |
| Participant deferral / active EE | $6,119 | $5,383+13.7% | $6,021+1.6% | $3,539+72.9% |
| Admin fee / account holder | $160 | $127+26.4% | $9,395-98.3% | $142+12.8% |