See peer percentile detail. $4.99 for your first month.
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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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,594 |
Service code 49 · EIN 58-1485803 | Other Services | $4,179 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $69,159-100.0% | $125,175-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 79.8%-79.8pp | 71.3%-71.3pp |
| Annual return | 26.13% | 27.12%-1.0pp | 43.79%-17.7pp | 378.56%-352.4pp |
| Employer contribution / active EE | $1,903 | $2,023-5.9% | $3,865-50.8% | $2,148-11.4% |
| Participant deferral / active EE | $5,519 | $3,700+49.2% | $4,937+11.8% | $3,539+55.9% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |