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 4-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 |
|---|---|---|
S B H U LIFE AGENCY INC3+ years Service code 49 · EIN 13-2896238 | Other Services | $6,437 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,262 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 | $53,228 | $58,083-8.4% | $80,019-33.5% | $56,287-5.4% |
| Participation rate | 64.9% | 73.6%-8.7pp | 75.8%-11.0pp | 69.9%-5.0pp |
| Annual return | -4.88% | 34.61%-39.5pp | 11.22%-16.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,364 | $1,932-29.4% | $2,468-44.7% | $2,111-35.4% |
| Participant deferral / active EE | $2,317 | $3,135-26.1% | $3,686-37.1% | $3,350-30.8% |
| Admin fee / account holder | $29 | $623-95.4% | $6,521-99.6% | $521-94.5% |