See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,933 |
UBS FINANCIAL SERVICES INC1+ years Service code 49 · EIN 51-0120742 | Other Services | $26,548 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $19,174 | $72,770-73.7% | $67,652-71.7% | $55,191-65.3% |
| Participation rate | 88.8% | 78.8%+10.1pp | 75.7%+13.2pp | 69.2%+19.7pp |
| Annual return | -0.30% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $714 | $1,769-59.6% | $2,266-68.5% | $1,899-62.4% |
| Participant deferral / active EE | $2,541 | $3,408-25.4% | $3,560-28.6% | $3,046-16.6% |
| Admin fee / account holder | $130 | $79+64.6% | $4,821-97.3% | $91+42.9% |