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 | $18,645 |
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 | $96,772 | $72,404+33.7% | $110,238-12.2% | $64,186+50.8% |
| Participation rate | 83.7% | 73.3%+10.3pp | 79.8%+3.9pp | 69.6%+14.1pp |
| Annual return | -6.75% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $694 | $2,282-69.6% | $3,826-81.9% | $2,381-70.8% |
| Participant deferral / active EE | $4,943 | $3,469+42.5% | $4,672+5.8% | $3,470+42.5% |
| Admin fee / account holder | $198 | $5,664-96.5% | $8,547-97.7% | $4,888-95.9% |