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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,120 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $65,746 | $77,634-15.3% | $156,549-58.0% | $62,891+4.5% |
| Participation rate | 95.8% | 71.2%+24.6pp | 84.0%+11.8pp | 69.3%+26.5pp |
| Annual return | 7.14% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $8,115 | $3,444+135.6% | $5,501+47.5% | $2,281+255.8% |
| Participant deferral / active EE | $4,371 | $3,045+43.5% | $4,871-10.3% | $3,203+36.5% |
| Admin fee / account holder | $195 | $5,561-96.5% | $13,027-98.5% | $4,296-95.5% |