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 |
|---|---|---|
VSR FINANCIAL SERVICES INC1+ years Service code 49 · EIN 43-1302302 | Other Services | $13,144 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,783 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,325 | $46,360-2.2% | $147,614-69.3% | $52,331-13.4% |
| Participation rate | 98.8% | 64.9%+33.8pp | 84.6%+14.1pp | 68.1%+30.6pp |
| Annual return | -0.48% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,340 | $2,126+10.1% | $5,564-57.9% | $1,882+24.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $6 | $766-99.2% | $11,611-99.9% | $592-99.0% |