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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1+ years Service code 13 | Contract Administrator | $52,717 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,549 |
ALPHAPOINT, INC.1+ years Service code 27 2101 EAST COAST HIGHWAY · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $6,000 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 52 · EIN 95-2755361 | Indirect Investment Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | 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 | $11,026 | $37,039-70.2% | $147,614-92.5% | $59,188-81.4% |
| Participation rate | 88.6% | 63.8%+24.9pp | 84.6%+4.0pp | 69.4%+19.2pp |
| Annual return | 2.04% | 7.19%-5.1pp | 61.98%-59.9pp | 5.51%-3.5pp |
| Employer contribution / active EE | $358 | $1,353-73.5% | $5,564-93.6% | $2,098-82.9% |
| Participant deferral / active EE | $1,380 | $2,094-34.1% | $4,895-71.8% | $3,265-57.7% |
| Admin fee / account holder | $34 | $60-42.7% | $11,611-99.7% | $92-62.6% |