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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,424 |
UCTIE 401K SAVINGS PLAN6 years Service code 13 · EIN 13-3647412 | Contract Administrator | $104,161 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,062 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $16,513 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,811 | $58,290-66.0% | $98,442-79.9% | $86,799-77.2% |
| Participation rate | 96.5% | 68.3%+28.2pp | 73.3%+23.2pp | 72.3%+24.2pp |
| Annual return | 12.43% | 43.48%-31.1pp | 1492.73%-1480.3pp | 97.91%-85.5pp |
| Employer contribution / active EE | $2,755 | $2,008+37.2% | $2,960-6.9% | $2,405+14.5% |
| Participant deferral / active EE | $397 | $3,152-87.4% | $4,276-90.7% | $4,131-90.4% |
| Admin fee / account holder | $281 | $138+104.0% | $5,949-95.3% | $170+65.7% |