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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $21,688 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,109 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,159 | $61,156+8.2% | $185,823-64.4% | $79,386-16.7% |
| Participation rate | 75.0% | 66.6%+8.4pp | 81.7%-6.7pp | 70.7%+4.3pp |
| Annual return | 25.89% | 19.45%+6.4pp | 122.05%-96.2pp | 116.85%-91.0pp |
| Employer contribution / active EE | $1,139 | $2,321-50.9% | $5,167-77.9% | $2,427-53.1% |
| Participant deferral / active EE | $1,319 | $2,789-52.7% | $5,568-76.3% | $4,046-67.4% |
| Admin fee / account holder | $22 | $710-96.9% | $16,237-99.9% | $626-96.5% |