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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,603 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $70,930 | $69,159+2.6% | $125,175-43.3% | $67,579+5.0% |
| Participation rate | 75.6% | 78.2%-2.6pp | 79.8%-4.2pp | 71.3%+4.3pp |
| Annual return | 22.60% | 27.12%-4.5pp | 43.79%-21.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $931 | $2,023-54.0% | $3,865-75.9% | $2,148-56.7% |
| Participant deferral / active EE | $2,650 | $3,700-28.4% | $4,937-46.3% | $3,539-25.1% |
| Admin fee / account holder | $201 | $142+41.7% | $9,702-97.9% | $142+41.2% |