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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,424 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,217 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
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 | $56,766 | $59,328-4.3% | $118,925-52.3% | $73,488-22.8% |
| Participation rate | 35.8% | 62.3%-26.5pp | 75.4%-39.6pp | 70.7%-34.9pp |
| Annual return | 16.57% | 19.13%-2.6pp | 35.88%-19.3pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,039 | $1,803-42.4% | $3,263-68.2% | $2,270-54.2% |
| Participant deferral / active EE | $1,796 | $2,604-31.1% | $4,265-57.9% | $3,740-52.0% |
| Admin fee / account holder | $75 | $600-87.5% | $6,581-98.9% | $513-85.4% |