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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,986 |
FOSTER, MONTIE D.2+ years Service code 49 7077 BONNEVAL RD STE 380 · JACKSONVILLE, FL 322166055 | Other Services | $1,497 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,132 | $33,232-75.5% | $71,796-88.7% | $63,975-87.3% |
| Participation rate | 77.0% | 60.1%+16.8pp | 69.1%+7.8pp | 71.1%+5.8pp |
| Annual return | 8.48% | 11.99%-3.5pp | 78.04%-69.6pp | 48.65%-40.2pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,636 | $1,604+2.0% | $2,794-41.5% | $3,356-51.3% |
| Admin fee / account holder | $39 | $63-38.0% | $4,815-99.2% | $70-44.1% |