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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,727 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $11,647 |
MORNINGSTAR3 years 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,319 | $96,484+14.3% | $156,263-29.4% | $74,304+48.5% |
| Participation rate | 82.5% | 67.7%+14.8pp | 78.9%+3.6pp | 60.3%+22.2pp |
| Annual return | 17.87% | 17.73%+0.1pp | 59.47%-41.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,561 | $2,528-38.3% | $4,333-64.0% | $2,241-30.3% |
| Participant deferral / active EE | $6,239 | $4,286+45.6% | $6,158+1.3% | $3,767+65.6% |
| Admin fee / account holder | $469 | $3,728-87.4% | $14,255-96.7% | $2,969-84.2% |