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 |
|---|---|---|
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $33,112 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,886 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $79,007 | $76,050+3.9% | $96,544-18.2% | $71,457+10.6% |
| Participation rate | 94.3% | 74.4%+19.9pp | 76.0%+18.4pp | 67.9%+26.4pp |
| Annual return | 17.47% | 22.81%-5.3pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $621 | $2,244-72.3% | $2,965-79.1% | $2,588-76.0% |
| Participant deferral / active EE | $5,146 | $4,215+22.1% | $4,851+6.1% | $4,289+20.0% |
| Admin fee / account holder | $30 | $2,707-98.9% | $8,252-99.6% | $1,587-98.1% |