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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,106 |
D.H. HILL SECURITIES, LLP3 years Service code 49 · EIN 76-0505272 | Other Services | $24,702 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 76-0500416 | Other Services | $4,118 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $46,241 | $72,658-36.4% | $127,761-63.8% | $67,579-31.6% |
| Participation rate | 90.4% | 80.0%+10.4pp | 79.0%+11.4pp | 71.3%+19.1pp |
| Annual return | 26.07% | 26.49%-0.4pp | 26.14%-0.1pp | 378.56%-352.5pp |
| Employer contribution / active EE | $4,033 | $3,988+1.1% | $4,574-11.8% | $2,148+87.8% |
| Participant deferral / active EE | $6,943 | $5,383+29.0% | $6,021+15.3% | $3,539+96.2% |
| Admin fee / account holder | $81 | $127-36.4% | $9,395-99.1% | $142-43.3% |