Filed January 8, 2025 (most recent of 4 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $926 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,802 | $70,667+12.9% | $123,104-35.2% | $52,331+52.5% |
| Participation rate | 99.1% | 83.7%+15.4pp | 86.8%+12.3pp | 68.1%+31.0pp |
| Annual return | 0.89% | 6.23%-5.3pp | 13.22%-12.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $9,320 | $2,946+216.4% | $5,151+80.9% | $1,882+395.3% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $7 | $506-98.6% | $9,015-99.9% | $592-98.8% |