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 |
|---|---|---|
CASTLE ROCK INVESTMENT COMPANY2+ years Filed as: CASTLE, KEVIN M. Service code 49 242 SCOTT COURT · IOWA CITY, IA 52245 | Other Services | $10,639 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,320 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,114 | $51,244+32.9% | $80,975-15.9% | $55,167+23.5% |
| Participation rate | 94.8% | 71.7%+23.1pp | 75.8%+19.0pp | 69.0%+25.8pp |
| Annual return | 7.36% | 17.39%-10.0pp | 17.10%-9.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $800 | $1,770-54.8% | $3,714-78.5% | $1,963-59.2% |
| Participant deferral / active EE | $6,646 | $4,418+50.4% | $5,696+16.7% | $3,054+117.6% |
| Admin fee / account holder | $7 | $398-98.4% | $5,516-99.9% | $504-98.7% |