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 | $51,623 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $21,503 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $154,702 | $81,474+89.9% | $133,956+15.5% | $73,488+110.5% |
| Participation rate | 99.5% | 76.4%+23.2pp | 79.8%+19.7pp | 70.7%+28.9pp |
| Annual return | 13.31% | 19.40%-6.1pp | 45.09%-31.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,989 | $2,209+125.8% | $3,919+27.3% | $2,270+119.8% |
| Participant deferral / active EE | $10,312 | $3,786+172.3% | $5,048+104.3% | $3,740+175.8% |
| Admin fee / account holder | $136 | $713-80.9% | $8,927-98.5% | $513-73.5% |