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 9-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,927 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,746 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,183 | $67,703-80.5% | $127,761-89.7% | $65,185-79.8% |
| Participation rate | 90.8% | 74.5%+16.3pp | 79.0%+11.8pp | 70.2%+20.6pp |
| Annual return | 25.81% | 24.36%+1.5pp | 26.14%-0.3pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,742 | $3,724-26.4% | $4,574-40.0% | $2,177+26.0% |
| Participant deferral / active EE | $4,021 | $4,787-16.0% | $6,021-33.2% | $3,514+14.4% |
| Admin fee / account holder | $118 | $618-80.9% | $9,395-98.7% | $847-86.0% |