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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,902 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,541 |
Filed as: WILSHIRE ADVISORS LLC 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 | $32,909 | $61,272-46.3% | $149,673-78.0% | $71,457-53.9% |
| Participation rate | 99.0% | 62.5%+36.4pp | 78.8%+20.2pp | 67.9%+31.0pp |
| Annual return | 10.69% | 35.85%-25.2pp | 134.42%-123.7pp | 28.85%-18.2pp |
| Employer contribution / active EE | $2,523 | $2,378+6.1% | $4,818-47.6% | $2,588-2.5% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $30 | $1,261-97.6% | $13,210-99.8% | $1,587-98.1% |