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 |
|---|---|---|
BAIRD FUNDS4+ years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $10,341 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,574 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $969 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $48,612 | $49,138-1.1% | $84,015-42.1% | $65,185-25.4% |
| Participation rate | 95.5% | 60.7%+34.7pp | 69.0%+26.4pp | 70.2%+25.3pp |
| Annual return | 21.92% | 23.00%-1.1pp | 71.31%-49.4pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,718 | $2,397+55.1% | $3,239+14.8% | $3,514+5.8% |
| Admin fee / account holder | $15 | $543-97.2% | $6,101-99.8% | $847-98.2% |