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 | $4,425 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,652 | $73,004+18.7% | $90,749-4.5% | $68,494+26.5% |
| Participation rate | 98.9% | 70.8%+28.1pp | 75.7%+23.2pp | 67.9%+31.0pp |
| Annual return | -17.04% | -13.81%-3.2pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,706 | $2,193+114.6% | $2,921+61.1% | $2,596+81.2% |
| Participant deferral / active EE | $5,096 | $3,627+40.5% | $4,564+11.7% | $4,027+26.5% |
| Admin fee / account holder | $38 | $5,896-99.4% | $8,445-99.6% | $5,403-99.3% |