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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.
See the 8-year trajectory with Solo.
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,637 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,510 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,840 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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).
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 | $13,444 | $105,581-87.3% | $70,449-80.9% | $90,288-85.1% |
| Participation rate | 95.4% | 77.5%+17.8pp | 75.1%+20.3pp | 73.4%+22.0pp |
| Annual return | 12.27% | 14.78%-2.5pp | 109.03%-96.8pp | 53.97%-41.7pp |
| Employer contribution / active EE | $529 | $3,304-84.0% | $2,737-80.7% | $2,524-79.0% |
| Participant deferral / active EE | $2,946 | $3,813-22.7% | $3,709-20.6% | $4,232-30.4% |
| Admin fee / account holder | $108 | $68+59.9% | $3,845-97.2% | $114-5.3% |