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 | $110,081 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIAT Service code 27 · EIN 59-1237041 | Advisory (Plan) | $37,006 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $22,755 | $46,173-50.7% | $170,442-86.6% | $69,631-67.3% |
| Participation rate | 81.2% | 63.9%+17.3pp | 83.6%-2.4pp | 70.7%+10.5pp |
| Annual return | 16.37% | 21.62%-5.3pp | 205.93%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $932 | $1,610-42.1% | $5,433-82.9% | $2,032-54.2% |
| Participant deferral / active EE | $1,338 | $2,080-35.7% | $4,939-72.9% | $3,224-58.5% |
| Admin fee / account holder | $157 | $116+35.0% | $13,880-98.9% | $110+41.8% |