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 |
|---|---|---|
Service code 49 · EIN 93-0987232 | Other Services | $31,354 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,212 |
Service code 10 · EIN 54-1881795 | Accounting | $7,139 |
Service code 10 · EIN 45-4037800 | Accounting | $5,546 |
WILSHIRE ASSOCIATES INCORPORATED7+ years 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 | $49,885 | $50,956-2.1% | $96,562-48.3% | $86,799-42.5% |
| Participation rate | 83.0% | 65.2%+17.8pp | 69.8%+13.2pp | 72.3%+10.7pp |
| Annual return | 14.62% | 21.27%-6.6pp | 37.78%-23.2pp | 97.91%-83.3pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,124 | $2,954+39.6% | $3,849+7.1% | $4,131-0.2% |
| Admin fee / account holder | $44 | $166-73.7% | $6,181-99.3% | $170-74.3% |