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 INC3 years Service code 49 · EIN 13-2896238 | Other Services | $39,795 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,912 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,055 | $79,171+26.4% | $102,423-2.3% | $74,495+34.3% |
| Participation rate | 89.2% | 74.8%+14.4pp | 76.5%+12.8pp | 67.2%+22.0pp |
| Annual return | 12.96% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $742 | $2,362-68.6% | $3,023-75.5% | $2,623-71.7% |
| Participant deferral / active EE | $5,879 | $4,415+33.2% | $5,053+16.4% | $4,346+35.3% |
| Admin fee / account holder | $40 | $2,001-98.0% | $9,451-99.6% | $1,942-98.0% |