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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,964 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,969 |
MORNINGSTAR3 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $77,983 | $96,018-18.8% | $65,493+19.1% | $85,563-8.9% |
| Participation rate | 66.7% | 74.8%-8.2pp | 73.1%-6.4pp | 66.0%+0.7pp |
| Annual return | 24.08% | 14.51%+9.6pp | 982.45%-958.4pp | 31.51%-7.4pp |
| Employer contribution / active EE | $16 | $3,235-99.5% | $2,574-99.4% | $2,654-99.4% |
| Participant deferral / active EE | $11,739 | $4,055+189.5% | $3,961+196.4% | $4,375+168.3% |
| Admin fee / account holder | $216 | $271-20.1% | $5,028-95.7% | $834-74.1% |