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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,315 |
QUESTAR AGENCY INC1 year Service code 49 · EIN 38-3360512 | Other Services | $1,887 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $58,137 | $53,925+7.8% | $75,670-23.2% | $69,631-16.5% |
| Participation rate | 76.5% | 71.2%+5.3pp | 72.3%+4.1pp | 70.7%+5.8pp |
| Annual return | 14.70% | 17.84%-3.1pp | 27.34%-12.6pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,128 | $1,802-37.4% | $2,352-52.0% | $2,032-44.5% |
| Participant deferral / active EE | $969 | $2,569-62.3% | $3,142-69.2% | $3,224-69.9% |
| Admin fee / account holder | $16 | $97-83.6% | $5,800-99.7% | $110-85.6% |