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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,163 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $17,209 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,125 | $87,870-19.1% | $113,168-37.2% | $74,304-4.3% |
| Participation rate | 95.6% | 70.7%+24.9pp | 76.6%+19.0pp | 60.3%+35.3pp |
| Annual return | 27.59% | 26.44%+1.2pp | 24.27%+3.3pp | 29.43%-1.8pp |
| Employer contribution / active EE | $2,190 | $2,277-3.8% | $2,975-26.4% | $2,241-2.3% |
| Participant deferral / active EE | $6,003 | $4,241+41.6% | $5,107+17.6% | $3,767+59.4% |
| Admin fee / account holder | $439 | $3,368-87.0% | $12,068-96.4% | $2,969-85.2% |