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 | $168,046 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,728 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $36,585 | $82,546-55.7% | $140,016-73.9% | $75,289-51.4% |
| Participation rate | 95.6% | 88.4%+7.2pp | 87.5%+8.1pp | 72.4%+23.2pp |
| Annual return | 6.93% | -0.36%+7.3pp | 651.12%-644.2pp | -0.04%+7.0pp |
| Employer contribution / active EE | $1,640 | $3,856-57.5% | $5,606-70.7% | $2,405-31.8% |
| Participant deferral / active EE | $4,350 | $5,731-24.1% | $6,927-37.2% | $3,739+16.3% |
| Admin fee / account holder | $87 | $86+1.1% | $10,705-99.2% | $102-15.3% |