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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,393 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,400 | $73,404-49.0% | $87,100-57.1% | $67,579-44.7% |
| Participation rate | 64.9% | 80.9%-16.0pp | 76.9%-12.0pp | 71.3%-6.4pp |
| Annual return | 23.08% | 48.29%-25.2pp | 28.19%-5.1pp | 378.56%-355.5pp |
| Employer contribution / active EE | $728 | $2,014-63.9% | $2,521-71.1% | $2,148-66.1% |
| Participant deferral / active EE | $1,898 | $3,913-51.5% | $4,049-53.1% | $3,539-46.4% |
| Admin fee / account holder | $91 | $142-35.7% | $7,497-98.8% | $142-36.0% |