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 |
|---|---|---|
PENSION FINANCIAL SERVICES, INC.5+ years Service code 13 · EIN 58-1485803 | Contract Administrator | $6,556 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,825 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,263 | $91,190-46.0% | $178,490-72.4% | $79,858-38.3% |
| Participation rate | 60.4% | 69.2%-8.8pp | 81.9%-21.5pp | 69.6%-9.3pp |
| Annual return | 13.15% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,115 | $3,236+27.2% | $5,202-20.9% | $3,740+10.0% |
| Admin fee / account holder | $124 | $6,751-98.2% | $13,984-99.1% | $5,306-97.7% |