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 | $54,074 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,361 | $88,122+16.2% | $141,162-27.5% | $67,579+51.5% |
| Participation rate | 87.9% | 76.5%+11.5pp | 82.5%+5.4pp | 71.3%+16.6pp |
| Annual return | 22.69% | 75.40%-52.7pp | 71.39%-48.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $439 | $3,224-86.4% | $4,735-90.7% | $2,148-79.5% |
| Participant deferral / active EE | $8,912 | $5,958+49.6% | $6,709+32.8% | $3,539+151.8% |
| Admin fee / account holder | $141 | $131+7.6% | $10,261-98.6% | $142-1.0% |