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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,930 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,876 | $48,116+59.8% | $99,443-22.7% | $77,787-1.2% |
| Participation rate | 63.0% | 60.0%+3.0pp | 73.8%-10.9pp | 73.2%-10.2pp |
| Annual return | 24.70% | 23.23%+1.5pp | 30.72%-6.0pp | 32.57%-7.9pp |
| Employer contribution / active EE | $969 | $1,057-8.3% | $2,540-61.8% | $2,504-61.3% |
| Participant deferral / active EE | $2,880 | $2,238+28.7% | $3,619-20.4% | $3,967-27.4% |
| Admin fee / account holder | $31 | $87-65.0% | $6,250-99.5% | $100-69.4% |