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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $164,727 |
ELLIOTT ELECTRIC SUPPLY1 year Service code 10 · EIN 75-1423734 | Accounting | $16,182 |
CADENCE BANK2 years Filed as: CADENCE INSURANCE, INC. Service code 49 · EIN 72-1381997 | Other Services | $4,924 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,257 | $84,000-16.4% | $119,609-41.3% | $77,904-9.8% |
| Participation rate | 50.7% | 77.8%-27.1pp | 79.3%-28.5pp | 73.7%-23.0pp |
| Annual return | -17.16% | -11.59%-5.6pp | -14.97%-2.2pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,290 | $2,907-55.6% | $4,232-69.5% | $2,848-54.7% |
| Participant deferral / active EE | $3,306 | $4,705-29.7% | $5,602-41.0% | $4,806-31.2% |
| Admin fee / account holder | $157 | $116+36.0% | $10,323-98.5% | $133+18.8% |