See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,649 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $51,711 | $61,156-15.4% | $185,823-72.2% | $79,386-34.9% |
| Participation rate | 94.0% | 66.6%+27.4pp | 81.7%+12.3pp | 70.7%+23.3pp |
| Annual return | 26.32% | 19.45%+6.9pp | 122.05%-95.7pp | 116.85%-90.5pp |
| Employer contribution / active EE | $1,641 | $2,321-29.3% | $5,167-68.2% | $2,427-32.4% |
| Participant deferral / active EE | $2,128 | $2,789-23.7% | $5,568-61.8% | $4,046-47.4% |
| Admin fee / account holder | $131 | $710-81.5% | $16,237-99.2% | $626-79.1% |