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: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $9,670 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,360 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,417 | $89,739-43.8% | $149,718-66.3% | $62,292-19.1% |
| Participation rate | 76.3% | 85.1%-8.8pp | 87.1%-10.8pp | 69.5%+6.8pp |
| Annual return | 22.37% | 21.01%+1.4pp | 1501.63%-1479.3pp | 28.90%-6.5pp |
| Employer contribution / active EE | $1,378 | $3,233-57.4% | $5,445-74.7% | $2,042-32.5% |
| Participant deferral / active EE | $2,986 | $4,797-37.8% | $6,569-54.5% | $3,169-5.8% |
| Admin fee / account holder | $11 | $551-97.9% | $11,283-99.9% | $479-97.6% |