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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SERVICES Service code 49 · EIN 56-1854695 | Other Services | $6,979 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,791 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,570 | $58,726-19.0% | $92,233-48.4% | $62,292-23.6% |
| Participation rate | 52.8% | 68.3%-15.6pp | 76.5%-23.7pp | 69.5%-16.7pp |
| Annual return | 17.92% | 43.62%-25.7pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,065 | $2,392-55.5% | $3,679-71.1% | $2,042-47.9% |
| Participant deferral / active EE | $3,346 | $2,766+21.0% | $3,897-14.1% | $3,169+5.6% |
| Admin fee / account holder | $32 | $556-94.2% | $5,194-99.4% | $479-93.2% |