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 | $2,230 |
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 | $88,491 | $43,999+101.1% | $79,464+11.4% | $55,725+58.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 7.53% | 1.81%+5.7pp | 718.14%-710.6pp | 244.93%-237.4pp |
| Employer contribution / active EE | $5,486 | $1,830+199.8% | $2,800+95.9% | $2,078+164.0% |
| Participant deferral / active EE | $1,996 | $2,538-21.3% | $3,704-46.1% | $3,356-40.5% |
| Admin fee / account holder | $7 | $118-94.1% | $5,113-99.9% | $115-93.9% |