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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,922 |
Service code 27 · EIN 26-2219855 | Advisory (Plan) | $7,735 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,094 | $57,976-68.8% | $62,995-71.3% | $62,292-71.0% |
| Participation rate | 82.3% | 75.9%+6.3pp | 74.8%+7.5pp | 69.5%+12.7pp |
| Annual return | 19.11% | 17.54%+1.6pp | 87.57%-68.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,243 | $2,415-48.5% | $2,759-55.0% | $2,042-39.2% |
| Participant deferral / active EE | $2,275 | $2,956-23.0% | $3,329-31.7% | $3,169-28.2% |
| Admin fee / account holder | $130 | $276-52.8% | $3,600-96.4% | $479-72.8% |