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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,646 |
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 | $67,022 | $76,050-11.9% | $96,544-30.6% | $71,457-6.2% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 15.53% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $3,278 | $2,244+46.0% | $2,965+10.5% | $2,588+26.7% |
| Participant deferral / active EE | $3,802 | $4,215-9.8% | $4,851-21.6% | $4,289-11.4% |
| Admin fee / account holder | $295 | $2,707-89.1% | $8,252-96.4% | $1,587-81.4% |