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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,833 |
INFINEX INVESTMENTS INC1 year Service code 49 · EIN 06-1367288 | Other Services | $9,820 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,583 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,227 | $37,196-51.0% | $154,107-88.2% | $55,725-67.3% |
| Participation rate | 75.1% | 64.1%+11.0pp | 83.0%-8.0pp | 70.9%+4.2pp |
| Annual return | -6.84% | 1319.68%-1326.5pp | 735.12%-742.0pp | 244.93%-251.8pp |
| Employer contribution / active EE | $546 | $1,614-66.2% | $5,298-89.7% | $2,078-73.7% |
| Participant deferral / active EE | $1,334 | $2,068-35.5% | $5,081-73.7% | $3,356-60.2% |
| Admin fee / account holder | $180 | $102+77.3% | $13,411-98.7% | $115+56.4% |