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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $214,901 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $69,698 |
BDO USA, LLP2 years Service code 13 · EIN 13-5381590 | Contract Administrator | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,971 | $48,166-33.6% | $96,562-66.9% | $93,030-65.6% |
| Participation rate | 81.0% | 65.1%+15.8pp | 69.8%+11.1pp | 73.9%+7.1pp |
| Annual return | 16.18% | 21.31%-5.1pp | 37.78%-21.6pp | 158.70%-142.5pp |
| Employer contribution / active EE | $151 | $1,070-85.9% | $2,356-93.6% | $2,706-94.4% |
| Participant deferral / active EE | $3,653 | $2,576+41.8% | $3,849-5.1% | $4,562-19.9% |
| Admin fee / account holder | $156 | $110+42.0% | $6,181-97.5% | $152+3.2% |