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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,108 |
KOLTERMAN, MARK A.2+ years Service code 49 344 MAIN ST STE 100 · SEWARD, NE 684342117 | Other Services | $1,030 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,395 | $44,425-9.1% | $67,834-40.4% | $55,167-26.8% |
| Participation rate | 75.4% | 59.7%+15.7pp | 68.8%+6.6pp | 69.0%+6.4pp |
| Annual return | 4.94% | 17.80%-12.9pp | 138.47%-133.5pp | 169.23%-164.3pp |
| Employer contribution / active EE | $585 | $1,351-56.7% | $2,403-75.6% | $1,963-70.2% |
| Participant deferral / active EE | $3,535 | $2,166+63.2% | $3,160+11.9% | $3,054+15.7% |
| Admin fee / account holder | $22 | $530-95.9% | $4,622-99.5% | $504-95.6% |