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 PLAN5 years Service code 13 · EIN 13-3647412 | Contract Administrator | $84,162 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,548 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $41,338 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,657 | $52,670-70.3% | $90,404-82.7% | $73,409-78.7% |
| Participation rate | 94.5% | 67.7%+26.8pp | 72.7%+21.8pp | 72.2%+22.3pp |
| Annual return | 13.86% | 20.70%-6.8pp | 1293.02%-1279.2pp | 59.29%-45.4pp |
| Employer contribution / active EE | $2,512 | $1,872+34.2% | $3,262-23.0% | $2,234+12.5% |
| Participant deferral / active EE | $345 | $2,807-87.7% | $3,963-91.3% | $3,805-90.9% |
| Admin fee / account holder | $148 | $117+26.8% | $5,611-97.4% | $158-6.2% |