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: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $15,795 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,729 |
Filed as: REITREMENT SOLUTIONS SPECIALISTS Service code 13 | Contract Administrator | $2,633 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $1,860 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,222 | $54,590-22.7% | $81,930-48.5% | $73,488-42.5% |
| Participation rate | 69.8% | 68.3%+1.4pp | 72.0%-2.2pp | 70.7%-0.9pp |
| Annual return | 13.24% | 17.74%-4.5pp | 29.49%-16.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,293 | $1,636-21.0% | $4,310-70.0% | $2,270-43.1% |
| Participant deferral / active EE | $2,288 | $2,759-17.1% | $7,107-67.8% | $3,740-38.8% |
| Admin fee / account holder | $49 | $592-91.7% | $5,158-99.0% | $513-90.4% |