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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,666 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $18,823 | $54,726-65.6% | $68,793-72.6% | $64,186-70.7% |
| Participation rate | 79.5% | 68.0%+11.5pp | 72.2%+7.3pp | 69.6%+10.0pp |
| Annual return | -6.63% | -1.62%-5.0pp | -4.63%-2.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $300 | $1,846-83.7% | $2,625-88.6% | $2,381-87.4% |
| Participant deferral / active EE | $1,486 | $2,626-43.4% | $3,311-55.1% | $3,470-57.2% |
| Admin fee / account holder | $171 | $4,027-95.8% | $5,131-96.7% | $4,888-96.5% |