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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.
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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,752 |
S B H U LIFE AGENCY INC4 years Service code 27 · EIN 13-2896238 | Advisory (Plan) | $30,232 |
COASTAL PENSION SERVICES2 years Service code 17 · EIN 52-1053785 | Pension Consulting | $6,046 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.)
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 | $45,679 | $86,897-47.4% | $151,611-69.9% | $64,808-29.5% |
| Participation rate | 95.5% | 87.3%+8.2pp | 87.5%+8.0pp | 71.5%+24.0pp |
| Annual return | -17.16% | -3.57%-13.6pp | 3.33%-20.5pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,850 | $4,010-28.9% | $6,166-53.8% | $2,506+13.7% |
| Participant deferral / active EE | $7,493 | $6,690+12.0% | $8,363-10.4% | $4,310+73.8% |
| Admin fee / account holder | $355 | $153+132.3% | $11,616-96.9% | $188+89.2% |