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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,975 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $50,803 | $50,106+1.4% | $70,014-27.4% | $57,658-11.9% |
| Participation rate | 79.0% | 70.9%+8.1pp | 71.8%+7.1pp | 70.2%+8.7pp |
| Annual return | 8.80% | 14.58%-5.8pp | 12.99%-4.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,222 | $1,739-29.7% | $2,338-47.7% | $1,974-38.1% |
| Participant deferral / active EE | $1,010 | $2,486-59.4% | $2,931-65.5% | $3,061-67.0% |
| Admin fee / account holder | $15 | $89-83.7% | $4,380-99.7% | $95-84.7% |