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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,051 |
Service code 49 · EIN 93-0987232 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,282 | $62,928-78.9% | $172,739-92.3% | $67,579-80.3% |
| Participation rate | 86.0% | 64.5%+21.5pp | 82.6%+3.3pp | 71.3%+14.7pp |
| Annual return | 18.37% | 30.36%-12.0pp | 802.84%-784.5pp | 378.56%-360.2pp |
| Employer contribution / active EE | $456 | $1,636-72.2% | $5,143-91.1% | $2,148-78.8% |
| Participant deferral / active EE | $1,153 | $2,145-46.2% | $5,198-77.8% | $3,539-67.4% |
| Admin fee / account holder | $117 | $167-30.0% | $13,954-99.2% | $142-18.1% |