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 JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $53,089 |
EDBERG & PERRY INC1 year Filed as: EDBERG & PERRY LLC Service code 13 · EIN 86-0738258 | Contract Administrator | $26,867 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,820 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $76,266 | $94,621-19.4% | $138,135-44.8% | $73,409+3.9% |
| Participation rate | 97.7% | 83.4%+14.3pp | 78.7%+19.0pp | 72.2%+25.5pp |
| Annual return | 16.10% | 16.57%-0.5pp | 20.51%-4.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $4,586 | $4,410+4.0% | $5,587-17.9% | $2,234+105.3% |
| Participant deferral / active EE | $6,521 | $6,199+5.2% | $6,431+1.4% | $3,805+71.4% |
| Admin fee / account holder | $78 | $140-44.1% | $11,856-99.3% | $158-50.3% |