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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,274 |
Service code 49 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Other Services | $0 |
Filed as: WILSHIRE ASSOCAITES INCORPORATED 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 | $122,636 | $73,102+67.8% | $123,544-0.7% | $56,287+117.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 1.19% | 3.01%-1.8pp | 119.20%-118.0pp | -9.96%+11.1pp |
| Employer contribution / active EE | $7,101 | $2,977+138.5% | $4,628+53.5% | $2,111+236.4% |
| Participant deferral / active EE | $5,466 | $5,423+0.8% | $6,426-14.9% | $3,350+63.2% |
| Admin fee / account holder | $7 | $554-98.8% | $9,284-99.9% | $521-98.7% |