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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.
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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 |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $18,128 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,256 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,642 | $50,982-69.3% | $154,803-89.9% | $85,563-81.7% |
| Participation rate | 35.7% | 59.8%-24.0pp | 78.1%-42.3pp | 66.0%-30.2pp |
| Annual return | 14.11% | 30.35%-16.2pp | 58.88%-44.8pp | 31.51%-17.4pp |
| Employer contribution / active EE | $896 | $1,708-47.6% | $4,305-79.2% | $2,654-66.2% |
| Participant deferral / active EE | $606 | $2,474-75.5% | $5,540-89.1% | $4,375-86.1% |
| Admin fee / account holder | $176 | $846-79.2% | $14,329-98.8% | $834-79.0% |