Filed August 31, 2023 (most recent of 3 filings on file)
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,205 |
WEALTHPLAN ADVISORS LLC3+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $17,188 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,418 |
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 | $17,695 | $44,221-60.0% | $121,196-85.4% | $56,287-68.6% |
| Participation rate | 80.1% | 61.1%+19.0pp | 71.7%+8.3pp | 69.9%+10.2pp |
| Annual return | -0.97% | -3.58%+2.6pp | 16.93%-17.9pp | -9.96%+9.0pp |
| Employer contribution / active EE | $660 | $1,480-55.4% | $4,022-83.6% | $2,111-68.7% |
| Participant deferral / active EE | $2,828 | $2,521+12.2% | $3,344-15.4% | $3,350-15.6% |
| Admin fee / account holder | $81 | $480-83.2% | $5,019-98.4% | $521-84.5% |