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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,804 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,818 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $37,207 | $70,908-47.5% | $98,907-62.4% | $73,488-49.4% |
| Participation rate | 90.8% | 73.8%+17.1pp | 76.0%+14.8pp | 70.7%+20.2pp |
| Annual return | 12.72% | 34.17%-21.5pp | 196.43%-183.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $717 | $2,036-64.8% | $2,689-73.3% | $2,270-68.4% |
| Participant deferral / active EE | $1,862 | $3,500-46.8% | $4,244-56.1% | $3,740-50.2% |
| Admin fee / account holder | $268 | $535-49.9% | $6,642-96.0% | $513-47.7% |