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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,750 |
MANAGED BENEFITS INC3+ years Service code 49 · EIN 54-1788215 | Other Services | $32,142 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $112,322 | $155,795-27.9% | $136,294-17.6% | $69,631+61.3% |
| Participation rate | 77.3% | 75.2%+2.0pp | 81.9%-4.6pp | 70.7%+6.6pp |
| Annual return | 19.92% | 232464.33%-232444.4pp | 5155.94%-5136.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,531 | $2,991-48.8% | $4,695-67.4% | $2,032-24.6% |
| Participant deferral / active EE | $4,823 | $5,394-10.6% | $6,247-22.8% | $3,224+49.6% |
| Admin fee / account holder | $209 | $128+62.7% | $9,243-97.7% | $110+88.9% |