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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,193 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $4,438 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | 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 | $137,105 | $39,859+244.0% | $78,689+74.2% | $57,658+137.8% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 9.93% | 18.96%-9.0pp | 62.18%-52.2pp | 5.13%+4.8pp |
| Employer contribution / active EE | $16,865 | $1,786+844.4% | $2,851+491.6% | $1,974+754.5% |
| Participant deferral / active EE | $11,206 | $2,248+398.5% | $3,517+218.6% | $3,061+266.1% |
| Admin fee / account holder | $16 | $76-79.0% | $4,510-99.6% | $95-83.1% |