See peer percentile detail. $4.99 for your first month.
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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,456 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $121,769 |
UCTIE 401K SAVINGS PLAN8 years Service code 13 · EIN 20-0485151 | Contract Administrator | $61,687 |
MORNINGSTAR2 years 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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,489 | $52,208-68.4% | $86,612-81.0% | $74,419-77.8% |
| Participation rate | 93.1% | 66.3%+26.8pp | 71.7%+21.4pp | 70.7%+22.4pp |
| Annual return | 12.48% | 44.46%-32.0pp | 591.07%-578.6pp | 34.38%-21.9pp |
| Employer contribution / active EE | $1,677 | $2,282-26.5% | $3,022-44.5% | $2,637-36.4% |
| Participant deferral / active EE | $511 | $3,383-84.9% | $4,438-88.5% | $4,528-88.7% |
| Admin fee / account holder | $217 | $319-32.0% | $5,614-96.1% | $348-37.6% |