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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,786 |
ACCESSEHR INSURANCE SERVICES2 years Service code 49 · EIN 83-2965715 | Other Services | $6,936 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,722 | $91,372-36.8% | $129,995-55.6% | $74,419-22.4% |
| Participation rate | 99.7% | 77.8%+21.9pp | 78.5%+21.2pp | 70.7%+28.9pp |
| Annual return | 10.85% | 23.21%-12.4pp | -137.18%+148.0pp | 34.38%-23.5pp |
| Employer contribution / active EE | $1,181 | $2,563-53.9% | $4,320-72.7% | $2,637-55.2% |
| Participant deferral / active EE | $3,928 | $4,721-16.8% | $5,820-32.5% | $4,528-13.3% |
| Admin fee / account holder | $191 | $283-32.8% | $10,614-98.2% | $348-45.2% |