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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,893 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,570 | $65,435-7.4% | $86,677-30.1% | $66,914-9.5% |
| Participation rate | 99.3% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.5pp |
| Annual return | -17.20% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $3,016 | $2,153+40.1% | $2,836+6.3% | $2,544+18.6% |
| Participant deferral / active EE | $3,574 | $4,100-12.8% | $4,656-23.2% | $4,237-15.6% |
| Admin fee / account holder | $293 | $642-54.3% | $7,493-96.1% | $593-50.6% |