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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,771 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $48,517 | $66,051-26.5% | $92,893-47.8% | $77,787-37.6% |
| Participation rate | 94.6% | 81.0%+13.6pp | 76.0%+18.6pp | 73.2%+21.4pp |
| Annual return | 25.13% | 20.69%+4.4pp | 109.41%-84.3pp | 32.57%-7.4pp |
| Employer contribution / active EE | $1,413 | $3,426-58.8% | $3,653-61.3% | $2,504-43.6% |
| Participant deferral / active EE | $4,513 | $3,013+49.8% | $4,236+6.5% | $3,967+13.8% |
| Admin fee / account holder | $14 | $148-90.2% | $5,794-99.8% | $100-85.6% |