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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,543 |
HUELSMAN JR, LAWRENCE F.1+ years Service code 49 14045 BALNTYN CORP PL · CHARLOTTE, NC 282773868 | Other Services | $3,598 |
YETT III, HARRY C.1+ years Service code 49 14045 BALNTYN CORP PL · CHARLOTTE, NC 282773868 | Other Services | $3,598 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $61,677 | $43,550+41.6% | $63,517-2.9% | $52,331+17.9% |
| Participation rate | 85.4% | 65.7%+19.7pp | 71.0%+14.3pp | 68.1%+17.3pp |
| Annual return | -0.00% | 2.03%-2.0pp | -70.30%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $840 | $1,351-37.9% | $2,322-63.8% | $1,882-55.4% |
| Participant deferral / active EE | $2,655 | $2,254+17.8% | $2,953-10.1% | $3,022-12.2% |
| Admin fee / account holder | $82 | $387-78.8% | $5,892-98.6% | $592-86.1% |