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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 49 · EIN 22-3196827 | Other Services | $5,580 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,735 |
INTAC ACTUARIAL SERVICES1 year Service code 49 | Other Services | $2,832 |
Service code 49 · EIN 74-2794194 | Other Services | $2,263 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 49 · EIN 22-2446239 | Other Services | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR IVESTMENT MGMT LLC Service code 26 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $27,990 | $67,411-58.5% | $91,001-69.2% | $70,131-60.1% |
| Participation rate | 76.3% | 71.4%+5.0pp | 75.6%+0.7pp | 69.5%+6.8pp |
| Annual return | 16.93% | -40.16%+57.1pp | 4.60%+12.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,288 | $1,786-27.9% | $2,456-47.5% | $2,342-45.0% |
| Participant deferral / active EE | $2,179 | $2,823-22.8% | $3,547-38.6% | $3,332-34.6% |
| Admin fee / account holder | $30 | $4,236-99.3% | $5,417-99.5% | $4,645-99.4% |