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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,282 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,265 | $37,117-61.6% | $147,614-90.3% | $55,191-74.2% |
| Participation rate | 59.3% | 63.6%-4.4pp | 84.6%-25.4pp | 69.2%-9.9pp |
| Annual return | -1.09% | 3.44%-4.5pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $376 | $1,620-76.8% | $5,564-93.2% | $1,899-80.2% |
| Participant deferral / active EE | $863 | $1,985-56.5% | $4,895-82.4% | $3,046-71.7% |
| Admin fee / account holder | $159 | $86+85.5% | $11,611-98.6% | $91+74.8% |