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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $36,042 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,674 |
THE WATERFORD GROUP LLC1 year Filed as: THE WATERFORD GROUP, LLC Service code 27 · EIN 80-0675279 | Advisory (Plan) | $5,497 |
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 |
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 | $48,147 | $95,274-49.5% | $135,903-64.6% | $74,419-35.3% |
| Participation rate | 96.3% | 78.2%+18.1pp | 81.9%+14.4pp | 70.7%+25.5pp |
| Annual return | 19.57% | 32.77%-13.2pp | 68.23%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,489 | $3,874-61.6% | $4,856-69.3% | $2,637-43.5% |
| Participant deferral / active EE | $7,936 | $7,782+2.0% | $7,758+2.3% | $4,528+75.3% |
| Admin fee / account holder | $19 | $266-92.9% | $10,762-99.8% | $348-94.6% |