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 |
|---|---|---|
FORD & HARRISON LLP2+ years Filed as: FORD, GARRETT M. Service code 49 6550 ROCK SPRING DR · BETHESDA, MD 208171144 | Other Services | $20,982 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,752 |
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 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 | $117,203 | $48,076+143.8% | $78,689+48.9% | $62,891+86.4% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 11.24% | 31.35%-20.1pp | 62.18%-50.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $6,058 | $2,015+200.7% | $2,851+112.5% | $2,281+165.6% |
| Participant deferral / active EE | $6,328 | $2,588+144.5% | $3,517+79.9% | $3,203+97.6% |
| Admin fee / account holder | $37 | $3,207-98.9% | $4,510-99.2% | $4,296-99.1% |