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 | $30,614 |
HUNTINGTON NATIONAL BANK3+ years Filed as: THE HUNTINGTON INVESTMENT CO Service code 49 · EIN 31-1316299 | Other Services | $14,947 |
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 | $60,926 | $60,545+0.6% | $92,233-33.9% | $69,631-12.5% |
| Participation rate | 82.5% | 72.2%+10.4pp | 76.5%+6.1pp | 70.7%+11.8pp |
| Annual return | 18.03% | 19.71%-1.7pp | 176.28%-158.2pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $802 | $2,633-69.5% | $3,679-78.2% | $2,032-60.5% |
| Participant deferral / active EE | $5,225 | $2,828+84.8% | $3,897+34.1% | $3,224+62.1% |
| Admin fee / account holder | $112 | $145-22.8% | $5,194-97.8% | $110+1.2% |