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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,289 |
SECURITIES AMERICA INC4+ years Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $20,427 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $81,197 | $44,221+83.6% | $121,196-33.0% | $56,287+44.3% |
| Participation rate | 70.3% | 61.1%+9.2pp | 71.7%-1.5pp | 69.9%+0.4pp |
| Annual return | -6.75% | -3.58%-3.2pp | 16.93%-23.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $3,267 | $1,480+120.7% | $4,022-18.8% | $2,111+54.7% |
| Participant deferral / active EE | $5,367 | $2,521+112.9% | $3,344+60.5% | $3,350+60.2% |
| Admin fee / account holder | $285 | $480-40.7% | $5,019-94.3% | $521-45.3% |