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 27 · EIN 42-0941553 | Advisory (Plan) | $40,710 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,210 |
Filed as: WILSHIRE ADVISORS LLC 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,236 | $61,272-8.2% | $149,673-62.4% | $71,457-21.3% |
| Participation rate | 74.9% | 62.5%+12.4pp | 78.8%-3.9pp | 67.9%+6.9pp |
| Annual return | 11.76% | 35.85%-24.1pp | 134.42%-122.7pp | 28.85%-17.1pp |
| Employer contribution / active EE | $1,182 | $2,378-50.3% | $4,818-75.5% | $2,588-54.3% |
| Participant deferral / active EE | $1,482 | $2,917-49.2% | $5,680-73.9% | $4,289-65.4% |
| Admin fee / account holder | $177 | $1,261-86.0% | $13,210-98.7% | $1,587-88.9% |