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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,794 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $14,501 | $31,679-54.2% | $74,701-80.6% | $65,185-77.8% |
| Participation rate | 77.2% | 40.4%+36.8pp | 54.5%+22.7pp | 70.2%+7.0pp |
| Annual return | 26.27% | 39.04%-12.8pp | 752.92%-726.7pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,434 | $566+153.4% | $1,084+32.3% | $2,177-34.1% |
| Participant deferral / active EE | $3,122 | $1,191+162.2% | $1,964+59.0% | $3,514-11.1% |
| Admin fee / account holder | $19 | $379-95.0% | $3,333-99.4% | $847-97.8% |