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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,918 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $43,252 |
GEOCONTROL SYSTEMS, INC1 year Service code 21 · EIN 76-0108866 | Bank Trustee | $15,115 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,569 | $82,202-32.4% | $125,339-55.7% | $64,808-14.3% |
| Participation rate | 97.9% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | -14.08% | 3.48%-17.6pp | 572.05%-586.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $3,843 | $3,615+6.3% | $4,814-20.2% | $2,506+53.4% |
| Participant deferral / active EE | $7,175 | $7,1750% | $7,446-3.7% | $4,310+66.5% |
| Admin fee / account holder | $298 | $163+82.6% | $10,010-97.0% | $188+58.7% |