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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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,000 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,156 |
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 |
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 | $90,686 | $102,553-11.6% | $151,611-40.2% | $66,914+35.5% |
| Participation rate | 94.9% | 85.5%+9.3pp | 87.5%+7.4pp | 69.8%+25.0pp |
| Annual return | -14.86% | -10.82%-4.0pp | 3.33%-18.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,404 | $4,180-66.4% | $6,166-77.2% | $2,544-44.8% |
| Participant deferral / active EE | $4,616 | $6,641-30.5% | $8,363-44.8% | $4,237+8.9% |
| Admin fee / account holder | $159 | $630-74.7% | $11,616-98.6% | $593-73.1% |