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: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $28,764 |
Filed as: RRR, LLC Service code 10 · EIN 26-2574303 | Accounting | $23,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,826 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | 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 | $28,072 | $37,044-24.2% | $71,796-60.9% | $57,658-51.3% |
| Participation rate | 75.7% | 61.1%+14.6pp | 69.1%+6.6pp | 70.2%+5.5pp |
| Annual return | 19.49% | 12.64%+6.8pp | 78.04%-58.6pp | 5.13%+14.4pp |
| Employer contribution / active EE | $342 | $720-52.5% | $1,924-82.2% | $1,974-82.7% |
| Participant deferral / active EE | $2,499 | $1,974+26.6% | $2,794-10.6% | $3,061-18.3% |
| Admin fee / account holder | $100 | $101-0.9% | $4,815-97.9% | $95+5.9% |