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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,705 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $29,046 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Filed as: WILSSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,594 | $58,879-3.9% | $178,490-68.3% | $73,488-23.0% |
| Participation rate | 53.9% | 66.2%-12.3pp | 81.9%-28.0pp | 70.7%-16.8pp |
| Annual return | 14.51% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $562 | $2,236-74.8% | $5,011-88.8% | $2,270-75.2% |
| Participant deferral / active EE | $2,367 | $2,567-7.8% | $5,202-54.5% | $3,740-36.7% |
| Admin fee / account holder | $399 | $400-0.4% | $13,984-97.1% | $513-22.3% |