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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,507 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,954 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,730 | $40,174-31.0% | $84,015-67.0% | $67,579-59.0% |
| Participation rate | 65.7% | 62.7%+3.0pp | 69.0%-3.4pp | 71.3%-5.6pp |
| Annual return | 25.24% | 25.82%-0.6pp | 71.31%-46.1pp | 378.56%-353.3pp |
| Employer contribution / active EE | $340 | $808-57.9% | $1,983-82.9% | $2,148-84.2% |
| Participant deferral / active EE | $2,189 | $2,301-4.9% | $3,239-32.4% | $3,539-38.2% |
| Admin fee / account holder | $124 | $128-3.3% | $6,101-98.0% | $142-12.8% |