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 | $26,150 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,693 |
Filed as: WEYRICH CRONIN & SORRA Service code 10 · EIN 26-2574303 | Accounting | $12,000 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $31,569 | $48,064-34.3% | $78,778-59.9% | $69,631-54.7% |
| Participation rate | 87.3% | 61.6%+25.7pp | 69.2%+18.1pp | 70.7%+16.6pp |
| Annual return | 18.93% | 21.81%-2.9pp | 35.62%-16.7pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $459 | $744-38.3% | $1,986-76.9% | $2,032-77.4% |
| Participant deferral / active EE | $3,329 | $2,079+60.1% | $2,958+12.5% | $3,224+3.3% |
| Admin fee / account holder | $66 | $152-56.4% | $5,134-98.7% | $110-40.0% |