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 |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERV Service code 49 | Other Services | $18,421 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $11,194 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,624 |
Service code 21 · EIN 59-0905430 | Bank Trustee | $8,882 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 | Other Services | $0 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $75,963 | $49,227+54.3% | $70,449+7.8% | $79,858-4.9% |
| Participation rate | 77.8% | 69.2%+8.6pp | 75.1%+2.7pp | 69.6%+8.1pp |
| Annual return | 8.96% | 30.06%-21.1pp | 109.03%-100.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $3,589 | $2,099+71.0% | $2,737+31.2% | $2,471+45.3% |
| Participant deferral / active EE | $4,797 | $2,768+73.3% | $3,709+29.3% | $3,740+28.2% |
| Admin fee / account holder | $86 | $2,878-97.0% | $3,845-97.8% | $5,306-98.4% |