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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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,946 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $18,823 |
WILSHIRE ASSOCIATES INCORPORATED5+ years 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 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 | $51,642 | $136,307-62.1% | $177,821-71.0% | $73,488-29.7% |
| Participation rate | 90.8% | 86.1%+4.7pp | 87.7%+3.0pp | 70.7%+20.1pp |
| Annual return | 17.82% | 18.68%-0.9pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,575 | $3,712-30.6% | $5,918-56.5% | $2,270+13.4% |
| Participant deferral / active EE | $7,508 | $5,829+28.8% | $7,714-2.7% | $3,740+100.8% |
| Admin fee / account holder | $358 | $596-39.8% | $12,427-97.1% | $513-30.2% |