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 | $68,025 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,283 |
EDWARD JONES4+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,375 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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).
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 | $30,951 | $44,473-30.4% | $76,523-59.6% | $55,725-44.5% |
| Participation rate | 44.7% | 51.0%-6.3pp | 68.0%-23.3pp | 70.9%-26.2pp |
| Annual return | -5.94% | -2.01%-3.9pp | -0.27%-5.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $474 | $1,101-56.9% | $2,647-82.1% | $2,078-77.2% |
| Participant deferral / active EE | $1,521 | $1,988-23.5% | $3,835-60.3% | $3,356-54.7% |
| Admin fee / account holder | $182 | $134+35.6% | $4,848-96.2% | $115+57.9% |