See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,760 |
TRUENORTH COMPANIES L C4+ years Service code 49 · EIN 42-1513015 | Other Services | $11,600 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,279 | $47,977-20.2% | $154,107-75.2% | $56,287-32.0% |
| Participation rate | 60.1% | 66.2%-6.1pp | 83.0%-22.9pp | 69.9%-9.7pp |
| Annual return | 26.45% | 3.54%+22.9pp | 735.12%-708.7pp | -9.96%+36.4pp |
| Employer contribution / active EE | $657 | $2,169-69.7% | $5,298-87.6% | $2,111-68.9% |
| Participant deferral / active EE | $1,429 | $2,392-40.3% | $5,081-71.9% | $3,350-57.3% |
| Admin fee / account holder | $159 | $438-63.6% | $13,411-98.8% | $521-69.4% |