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 |
|---|---|---|
NOEY JOHN1 year Service code 49 5080 SPECTRUM DR. · ADDISON, TX 75001 | Other Services | $10,288 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $3,250 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,063 | $56,629-66.3% | $77,999-75.6% | $55,167-65.4% |
| Participation rate | 38.6% | 73.3%-34.7pp | 75.5%-36.9pp | 69.0%-30.4pp |
| Annual return | 16.49% | 2866.98%-2850.5pp | 425.96%-409.5pp | 169.23%-152.7pp |
| Employer contribution / active EE | $729 | $1,723-57.7% | $2,470-70.5% | $1,963-62.9% |
| Participant deferral / active EE | $1,232 | $2,777-55.6% | $3,497-64.8% | $3,054-59.7% |
| Admin fee / account holder | $56 | $467-88.0% | $5,480-99.0% | $504-88.9% |