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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,548 |
UCTIE 401K SAVINGS PLAN7 years Service code 13 · EIN 20-0485151 | Contract Administrator | $82,075 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $43,887 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,777 | $47,722-71.1% | $82,719-83.3% | $64,808-78.7% |
| Participation rate | 94.0% | 67.6%+26.3pp | 72.6%+21.4pp | 71.5%+22.5pp |
| Annual return | -16.16% | -13.05%-3.1pp | 701.18%-717.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,392 | $2,179+55.6% | $3,009+12.7% | $2,506+35.4% |
| Participant deferral / active EE | $434 | $3,329-87.0% | $4,395-90.1% | $4,310-89.9% |
| Admin fee / account holder | $203 | $143+42.0% | $5,329-96.2% | $188+8.1% |