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 9-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 | $27,331 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $4,663 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,038 | $74,347-8.5% | $93,606-27.3% | $67,579+0.7% |
| Participation rate | 99.6% | 80.6%+19.0pp | 75.8%+23.8pp | 71.3%+28.3pp |
| Annual return | 20.25% | 28.07%-7.8pp | 32.76%-12.5pp | 378.56%-358.3pp |
| Employer contribution / active EE | $4,149 | $2,583+60.6% | $2,718+52.6% | $2,148+93.2% |
| Participant deferral / active EE | $3,322 | $4,060-18.2% | $4,069-18.3% | $3,539-6.1% |
| Admin fee / account holder | $91 | $123-25.7% | $7,888-98.8% | $142-36.0% |