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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,821 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $21,198 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,956 | $89,652-9.7% | $141,162-42.6% | $65,185+24.2% |
| Participation rate | 80.5% | 74.7%+5.8pp | 82.5%-2.0pp | 70.2%+10.3pp |
| Annual return | 22.14% | 32.79%-10.6pp | 71.39%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,665 | $3,065-13.0% | $4,735-43.7% | $2,177+22.5% |
| Participant deferral / active EE | $6,439 | $5,691+13.1% | $6,709-4.0% | $3,514+83.2% |
| Admin fee / account holder | $290 | $569-49.0% | $10,261-97.2% | $847-65.7% |