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 |
|---|---|---|
INVICTA CAPITAL LLC2 years Service code 49 · EIN 47-1180771 | Other Services | $43,437 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,500 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $231,565 | $91,517+153.0% | $101,248+128.7% | $73,409+215.4% |
| Participation rate | 98.1% | 73.8%+24.3pp | 75.8%+22.3pp | 72.2%+25.9pp |
| Annual return | 17.65% | 17.17%+0.5pp | 46.47%-28.8pp | 59.29%-41.6pp |
| Employer contribution / active EE | $5,521 | $2,877+91.9% | $3,660+50.9% | $2,234+147.2% |
| Participant deferral / active EE | $6,877 | $3,338+106.0% | $4,370+57.4% | $3,805+80.7% |
| Admin fee / account holder | $7 | $216-96.6% | $5,945-99.9% | $158-95.4% |