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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.
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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,198 |
RISKE, BARRY A.10+ years Service code 49 5046 S WEST BAY SHORE DR UNIT D · SUTTONS BAY, MI 496829721 | Other Services | $11,390 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $76,163 | $88,890-14.3% | $102,423-25.6% | $77,643-1.9% |
| Participation rate | 86.9% | 80.9%+6.0pp | 76.5%+10.4pp | 70.6%+16.3pp |
| Annual return | 13.94% | 24.98%-11.0pp | 29.32%-15.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,249 | $2,698-16.6% | $3,023-25.6% | $2,726-17.5% |
| Participant deferral / active EE | $3,910 | $5,145-24.0% | $5,053-22.6% | $4,647-15.9% |
| Admin fee / account holder | $272 | $235+15.4% | $9,451-97.1% | $430-36.9% |