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 Service code 49 | Other Services | $13,242 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | 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 | $89,734 | $85,766+4.6% | $136,294-34.2% | $70,131+28.0% |
| Participation rate | 80.5% | 74.2%+6.3pp | 81.9%-1.4pp | 69.5%+10.9pp |
| Annual return | 17.80% | 31.45%-13.7pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,011 | $2,966+35.2% | $4,695-14.6% | $2,342+71.2% |
| Participant deferral / active EE | $11,622 | $5,051+130.1% | $6,247+86.0% | $3,332+248.8% |
| Admin fee / account holder | $8 | $5,420-99.9% | $9,243-99.9% | $4,645-99.8% |