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 | $12,972 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,323 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 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 | $46,387 | $79,523-41.7% | $140,016-66.9% | $56,287-17.6% |
| Participation rate | 80.1% | 85.7%-5.6pp | 87.5%-7.4pp | 69.9%+10.3pp |
| Annual return | -7.31% | 2.39%-9.7pp | 651.12%-658.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,896 | $3,350-43.4% | $5,606-66.2% | $2,111-10.2% |
| Participant deferral / active EE | $3,472 | $5,129-32.3% | $6,927-49.9% | $3,350+3.7% |
| Admin fee / account holder | $10 | $614-98.4% | $10,705-99.9% | $521-98.1% |