See peer percentile detail. $4.99 for your first month.
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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,314 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,431 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,372 | $58,879-36.5% | $178,490-79.1% | $73,488-49.1% |
| Participation rate | 87.9% | 66.2%+21.7pp | 81.9%+6.0pp | 70.7%+17.3pp |
| Annual return | 14.80% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $756 | $2,236-66.2% | $5,011-84.9% | $2,270-66.7% |
| Participant deferral / active EE | $4,102 | $2,567+59.8% | $5,202-21.1% | $3,740+9.7% |
| Admin fee / account holder | $316 | $400-21.1% | $13,984-97.7% | $513-38.5% |