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 | $7,183 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,042 | $48,277-8.8% | $63,517-30.7% | $55,191-20.2% |
| Participation rate | 80.9% | 69.4%+11.5pp | 71.0%+9.9pp | 69.2%+11.8pp |
| Annual return | 0.81% | 2.37%-1.6pp | -70.30%+71.1pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,184 | $1,592-25.6% | $2,322-49.0% | $1,899-37.7% |
| Participant deferral / active EE | $930 | $2,432-61.8% | $2,953-68.5% | $3,046-69.5% |
| Admin fee / account holder | $20 | $86-76.9% | $5,892-99.7% | $91-78.1% |