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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,328 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $16,028 |
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).
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 | $29,768 | $50,815-41.4% | $155,509-80.9% | $77,643-61.7% |
| Participation rate | 89.4% | 63.1%+26.3pp | 78.2%+11.2pp | 70.6%+18.8pp |
| Annual return | 13.43% | 34.80%-21.4pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $598 | $1,993-70.0% | $4,672-87.2% | $2,726-78.1% |
| Participant deferral / active EE | $3,417 | $2,822+21.1% | $5,626-39.3% | $4,647-26.5% |
| Admin fee / account holder | $215 | $437-50.8% | $15,912-98.7% | $430-50.1% |