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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,261 |
INVICTA CAPITAL LLC4 years Service code 49 · EIN 47-1180771 | Other Services | $35,875 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,132 | $106,236+90.3% | $112,228+80.1% | $64,808+211.9% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.1%+23.0pp | 71.5%+26.6pp |
| Annual return | -18.01% | -6.02%-12.0pp | 27.45%-45.5pp | 32.82%-50.8pp |
| Employer contribution / active EE | $5,959 | $3,166+88.2% | $3,635+64.0% | $2,506+137.8% |
| Participant deferral / active EE | $7,819 | $3,785+106.6% | $4,728+65.4% | $4,310+81.4% |
| Admin fee / account holder | $461 | $452+2.1% | $6,410-92.8% | $188+145.6% |