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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,143 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,481 | $39,245+28.6% | $64,105-21.3% | $52,331-3.5% |
| Participation rate | 85.4% | 58.2%+27.2pp | 68.2%+17.3pp | 68.1%+17.3pp |
| Annual return | -0.09% | 14.79%-14.9pp | 791.24%-791.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $562 | $736-23.7% | $1,820-69.1% | $1,882-70.1% |
| Participant deferral / active EE | $3,612 | $1,992+81.3% | $2,822+28.0% | $3,022+19.5% |
| Admin fee / account holder | $100 | $592-83.2% | $4,499-97.8% | $592-83.2% |