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 9-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 | $30,191 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,879 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,596 | $64,286-54.0% | $90,951-67.5% | $73,409-59.7% |
| Participation rate | 76.7% | 63.6%+13.1pp | 69.0%+7.7pp | 72.2%+4.5pp |
| Annual return | 17.43% | 21.45%-4.0pp | 134.60%-117.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $400 | $895-55.3% | $2,122-81.2% | $2,234-82.1% |
| Participant deferral / active EE | $2,231 | $2,453-9.1% | $3,373-33.9% | $3,805-41.4% |
| Admin fee / account holder | $103 | $287-64.0% | $5,959-98.3% | $158-34.5% |