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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,588 |
MAULDIN & JENKINS3 years Filed as: MAULDIN AND JENKINS Service code 10 · EIN 58-0692043 | Accounting | $17,200 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,272 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,855 | $95,776-52.1% | $162,163-71.7% | $77,787-41.0% |
| Participation rate | 80.3% | 88.6%-8.4pp | 87.6%-7.3pp | 73.2%+7.1pp |
| Annual return | 25.09% | 37.03%-11.9pp | 115.59%-90.5pp | 32.57%-7.5pp |
| Employer contribution / active EE | $1,622 | $3,874-58.1% | $5,614-71.1% | $2,504-35.2% |
| Participant deferral / active EE | $4,566 | $6,125-25.5% | $7,298-37.4% | $3,967+15.1% |
| Admin fee / account holder | $67 | $88-23.2% | $10,843-99.4% | $100-32.7% |