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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,902 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $106,882 | $98,982+8.0% | $162,163-34.1% | $65,185+64.0% |
| Participation rate | 99.2% | 85.8%+13.5pp | 87.6%+11.7pp | 70.2%+29.0pp |
| Annual return | 19.46% | 24.84%-5.4pp | 115.59%-96.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $8,946 | $3,467+158.1% | $5,614+59.4% | $2,177+311.0% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $18 | $596-97.0% | $10,843-99.8% | $847-97.9% |