Filed December 19, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
THE LEADERS GROUP INC1 year Service code 49 · EIN 84-1275292 | Other Services | $15,509 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,307 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,166 | $52,884-16.5% | $84,750-47.9% | $55,167-19.9% |
| Participation rate | 92.6% | 67.5%+25.1pp | 76.6%+16.1pp | 69.0%+23.7pp |
| Annual return | 7.51% | 18.03%-10.5pp | 22.78%-15.3pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,457 | $2,233+10.0% | $3,574-31.3% | $1,963+25.2% |
| Participant deferral / active EE | $2,171 | $2,644-17.9% | $3,712-41.5% | $3,054-28.9% |
| Admin fee / account holder | $104 | $581-82.0% | $5,332-98.0% | $504-79.3% |