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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $44,755 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,964 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,700 | $61,272+28.4% | $149,673-47.4% | $71,457+10.1% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.7pp | 67.9%+11.5pp |
| Annual return | 13.43% | 35.85%-22.4pp | 134.42%-121.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $3,933 | $2,378+65.4% | $4,818-18.4% | $2,588+52.0% |
| Participant deferral / active EE | $4,489 | $2,917+53.9% | $5,680-21.0% | $4,289+4.7% |
| Admin fee / account holder | $13 | $1,261-98.9% | $13,210-99.9% | $1,587-99.2% |