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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,476 |
BAIRD INSURANCE SERVICES INC3 years Service code 49 · EIN 39-1236032 | Other Services | $18,263 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $9,355 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,131 | $58,320-7.2% | $86,436-37.4% | $66,914-19.1% |
| Participation rate | 76.9% | 78.6%-1.7pp | 80.3%-3.4pp | 69.8%+7.1pp |
| Annual return | -17.03% | -9.71%-7.3pp | 4394.89%-4411.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,256 | $2,615+62.7% | $3,769+12.9% | $2,544+67.3% |
| Participant deferral / active EE | $10,405 | $6,899+50.8% | $6,952+49.7% | $4,237+145.6% |
| Admin fee / account holder | $570 | $546+4.4% | $6,731-91.5% | $593-3.9% |