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 8-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,193 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,250 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $83,163 | $42,810+94.3% | $169,463-50.9% | $55,725+49.2% |
| Participation rate | 98.8% | 64.7%+34.1pp | 77.8%+21.1pp | 70.9%+28.0pp |
| Annual return | -3.84% | -3.61%-0.2pp | 1.83%-5.7pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,254 | $1,402+60.8% | $4,159-45.8% | $2,078+8.4% |
| Participant deferral / active EE | $7,025 | $3,141+123.6% | $5,277+33.1% | $3,356+109.4% |
| Admin fee / account holder | $71 | $106-33.7% | $9,109-99.2% | $115-38.7% |