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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,070 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $29,993 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
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 | $17,323 | $66,310-73.9% | $93,606-81.5% | $65,185-73.4% |
| Participation rate | 84.8% | 74.0%+10.8pp | 75.8%+9.0pp | 70.2%+14.6pp |
| Annual return | 15.68% | 42.58%-26.9pp | 32.76%-17.1pp | 29.38%-13.7pp |
| Employer contribution / active EE | $1,396 | $2,012-30.6% | $2,718-48.6% | $2,177-35.9% |
| Participant deferral / active EE | $2,765 | $3,342-17.3% | $4,069-32.0% | $3,514-21.3% |
| Admin fee / account holder | $207 | $6,897-97.0% | $7,888-97.4% | $847-75.6% |