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 |
|---|---|---|
UCTIE 401K SAVINGS PLAN4 years Service code 10 · EIN 13-3647412 | Accounting | $89,318 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,449 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $37,030 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,976 | $44,794-68.8% | $90,281-84.5% | $77,787-82.0% |
| Participation rate | 83.4% | 66.6%+16.8pp | 73.3%+10.1pp | 73.2%+10.2pp |
| Annual return | 18.84% | 28.23%-9.4pp | 78.10%-59.3pp | 32.57%-13.7pp |
| Employer contribution / active EE | $1,394 | $1,809-22.9% | $2,854-51.2% | $2,504-44.3% |
| Participant deferral / active EE | $290 | $2,642-89.0% | $3,885-92.5% | $3,967-92.7% |
| Admin fee / account holder | $167 | $94+76.3% | $5,351-96.9% | $100+66.4% |