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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,818 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $20,153 |
NOONE, PETER3+ years Service code 49 520 PIKE ST STE 1400 · SEATTLE, WA 981014017 | Other Services | $4,873 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 | $24,480 | $96,458-74.6% | $136,294-82.0% | $77,958-68.6% |
| Participation rate | 98.7% | 75.4%+23.4pp | 81.9%+16.8pp | 71.6%+27.1pp |
| Annual return | 22.21% | 23.78%-1.6pp | 5155.94%-5133.7pp | 20.87%+1.3pp |
| Employer contribution / active EE | $808 | $3,144-74.3% | $4,695-82.8% | $2,310-65.0% |
| Participant deferral / active EE | $5,968 | $5,902+1.1% | $6,247-4.5% | $3,537+68.8% |
| Admin fee / account holder | $99 | $80+23.4% | $9,243-98.9% | $97+1.9% |