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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,823 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $7,708 | $60,165-87.2% | $74,183-89.6% | $55,167-86.0% |
| Participation rate | 84.3% | 74.2%+10.1pp | 76.6%+7.6pp | 69.0%+15.3pp |
| Annual return | 19.33% | 10.00%+9.3pp | 17.74%+1.6pp | 169.23%-149.9pp |
| Employer contribution / active EE | $922 | $1,600-42.4% | $2,370-61.1% | $1,963-53.0% |
| Participant deferral / active EE | $2,273 | $2,973-23.5% | $3,550-36.0% | $3,054-25.6% |
| Admin fee / account holder | $79 | $419-81.2% | $5,586-98.6% | $504-84.4% |