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 3-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,262 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $19,120 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,698 | $79,013-39.6% | $100,391-52.5% | $74,495-36.0% |
| Participation rate | 91.0% | 79.5%+11.5pp | 81.5%+9.5pp | 67.2%+23.8pp |
| Annual return | 16.76% | 20.41%-3.7pp | 49.20%-32.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $4,798 | $3,021+58.8% | $3,942+21.7% | $2,623+82.9% |
| Participant deferral / active EE | $6,292 | $7,760-18.9% | $8,082-22.1% | $4,346+44.8% |
| Admin fee / account holder | $200 | $1,320-84.8% | $7,899-97.5% | $1,942-89.7% |