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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,469 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,483 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,813 | $63,299-45.0% | $91,001-61.7% | $62,292-44.1% |
| Participation rate | 72.5% | 73.3%-0.8pp | 75.6%-3.1pp | 69.5%+3.0pp |
| Annual return | 14.99% | 20.99%-6.0pp | 4.60%+10.4pp | 28.90%-13.9pp |
| Employer contribution / active EE | $720 | $1,807-60.1% | $2,456-70.7% | $2,042-64.7% |
| Participant deferral / active EE | $1,773 | $2,943-39.7% | $3,547-50.0% | $3,169-44.0% |
| Admin fee / account holder | $268 | $468-42.7% | $5,417-95.1% | $479-44.1% |