See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 | $50,630 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $7,539 |
COASTAL PENSION SERVICES4+ years Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $2,787 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,218 | $98,982-57.3% | $162,163-74.0% | $65,185-35.2% |
| Participation rate | 93.8% | 85.8%+8.0pp | 87.6%+6.3pp | 70.2%+23.6pp |
| Annual return | 30.08% | 24.84%+5.2pp | 115.59%-85.5pp | 29.38%+0.7pp |
| Employer contribution / active EE | $2,348 | $3,467-32.3% | $5,614-58.2% | $2,177+7.9% |
| Participant deferral / active EE | $6,529 | $5,384+21.3% | $7,298-10.5% | $3,514+85.8% |
| Admin fee / account holder | $254 | $596-57.3% | $10,843-97.7% | $847-70.0% |