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 5-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,969 |
EDWARD JONES1+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $6,719 |
Service code 17 · EIN 39-1444845 | Pension Consulting | $3,782 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,860 | $65,376-65.0% | $87,100-73.8% | $65,185-64.9% |
| Participation rate | 95.6% | 75.3%+20.2pp | 76.9%+18.7pp | 70.2%+25.4pp |
| Annual return | 18.11% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,008 | $1,822+10.2% | $2,521-20.3% | $2,177-7.7% |
| Participant deferral / active EE | $1,205 | $3,388-64.4% | $4,049-70.2% | $3,514-65.7% |
| Admin fee / account holder | $90 | $520-82.7% | $7,497-98.8% | $847-89.4% |