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 COMPANY9+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $24,289 |
ALLSTATE FINANCIAL SERVICES LLC9+ years Service code 49 · EIN 47-0826838 2920 S 84TH STREET · LINCOLN, NE 68506 | Other Services | $6,736 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 700 W 47TH ST STE 1100 · KANSAS CITY, MO 64112 | Other Services | $1,347 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMEMT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,512 | $76,670+7.6% | $96,683-14.7% | $71,457+15.5% |
| Participation rate | 85.4% | 66.6%+18.8pp | 74.3%+11.0pp | 67.9%+17.5pp |
| Annual return | 18.66% | 48.29%-29.6pp | 35.69%-17.0pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,685 | $3,771+103.8% | $4,878+57.5% | $4,289+79.2% |
| Admin fee / account holder | $141 | $2,028-93.0% | $6,730-97.9% | $1,587-91.1% |