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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,264 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $54,226 | $62,267-12.9% | $110,238-50.8% | $55,725-2.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 79.8%+4.8pp | 70.9%+13.8pp |
| Annual return | -6.35% | -1.07%-5.3pp | 314.74%-321.1pp | 244.93%-251.3pp |
| Employer contribution / active EE | $921 | $1,941-52.5% | $3,826-75.9% | $2,078-55.7% |
| Participant deferral / active EE | $2,691 | $3,516-23.5% | $4,672-42.4% | $3,356-19.8% |
| Admin fee / account holder | $181 | $121+49.8% | $8,547-97.9% | $115+57.2% |