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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,265 |
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $15,930 |
M HOLDINGS SECURITIES INC2 years Service code 49 · EIN 91-1802259 | Other Services | $5,347 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,005 | $134,045-67.2% | $80,019-45.0% | $75,289-41.6% |
| Participation rate | 70.4% | 85.8%-15.4pp | 75.8%-5.5pp | 72.4%-2.1pp |
| Annual return | 18.69% | -0.56%+19.2pp | 11.22%+7.5pp | -0.04%+18.7pp |
| Employer contribution / active EE | $218 | $3,492-93.8% | $2,468-91.2% | $2,405-91.0% |
| Participant deferral / active EE | $2,747 | $4,976-44.8% | $3,686-25.5% | $3,739-26.5% |
| Admin fee / account holder | $44 | $124-64.5% | $6,521-99.3% | $102-57.0% |