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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $215,893 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,167 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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).
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 | $12,742 | $43,466-70.7% | $90,951-86.0% | $90,288-85.9% |
| Participation rate | 84.4% | 62.5%+22.0pp | 69.0%+15.4pp | 73.4%+11.1pp |
| Annual return | 13.56% | 25.26%-11.7pp | 134.60%-121.0pp | 53.97%-40.4pp |
| Employer contribution / active EE | $0 | $840-100.0% | $2,122-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,933 | $2,138-9.6% | $3,373-42.7% | $4,232-54.3% |
| Admin fee / account holder | $100 | $92+8.4% | $5,959-98.3% | $114-12.7% |