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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,672 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $21,268 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 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 | $136,737 | $86,332+58.4% | $125,175+9.2% | $65,185+109.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.43% | 27.43%-5.0pp | 43.79%-21.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $4,984 | $2,040+144.4% | $3,865+29.0% | $2,177+129.0% |
| Participant deferral / active EE | $11,030 | $3,537+211.8% | $4,937+123.4% | $3,514+213.9% |
| Admin fee / account holder | $136 | $609-77.7% | $9,702-98.6% | $847-84.0% |