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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,735 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,187 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $112,806 | $99,957+12.9% | $149,696-24.6% | $73,488+53.5% |
| Participation rate | 94.8% | 75.7%+19.1pp | 82.5%+12.3pp | 70.7%+24.1pp |
| Annual return | 15.93% | 53.87%-37.9pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,829 | $3,191-42.7% | $4,644-60.6% | $2,270-19.4% |
| Participant deferral / active EE | $8,509 | $6,073+40.1% | $6,842+24.4% | $3,740+127.5% |
| Admin fee / account holder | $9 | $551-98.4% | $9,309-99.9% | $513-98.2% |