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 7-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,211 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $12,141 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,597 | $100,801-93.5% | $149,696-95.6% | $73,409-91.0% |
| Participation rate | 89.8% | 77.7%+12.1pp | 82.5%+7.3pp | 72.2%+17.6pp |
| Annual return | 34.76% | 265.34%-230.6pp | 276.60%-241.8pp | 59.29%-24.5pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,359 | $6,404-47.6% | $6,842-50.9% | $3,805-11.7% |
| Admin fee / account holder | $144 | $181-20.6% | $9,309-98.5% | $158-9.0% |