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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,968 |
TRUENORTH COMPANIES L C2+ years Service code 49 · EIN 42-1513015 | Other Services | $6,382 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,902 | $46,732-40.3% | $156,549-82.2% | $55,167-49.4% |
| Participation rate | 57.3% | 65.8%-8.5pp | 84.0%-26.7pp | 69.0%-11.7pp |
| Annual return | 10.13% | 17.72%-7.6pp | 32.23%-22.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $912 | $2,105-56.7% | $5,501-83.4% | $1,963-53.5% |
| Participant deferral / active EE | $1,259 | $2,204-42.9% | $4,871-74.2% | $3,054-58.8% |
| Admin fee / account holder | $93 | $418-77.7% | $13,027-99.3% | $504-81.5% |