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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.
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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 | $37,724 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,031 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,211 | $101,317-59.3% | $146,958-72.0% | $74,495-44.7% |
| Participation rate | 81.5% | 75.5%+6.0pp | 82.2%-0.6pp | 67.2%+14.3pp |
| Annual return | 12.63% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,743 | $3,810-54.3% | $4,933-64.7% | $2,623-33.6% |
| Participant deferral / active EE | $3,028 | $7,303-58.5% | $8,070-62.5% | $4,346-30.3% |
| Admin fee / account holder | $349 | $1,739-79.9% | $12,998-97.3% | $1,942-82.0% |