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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $200,656 |
HAZARD & SIEGEL INC1 year Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 16-0954584 | Advisory (Plan) | $30,250 |
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 | $84,831 | $88,730-4.4% | $82,313+3.1% | $77,958+8.8% |
| Participation rate | 75.4% | 84.5%-9.1pp | 76.9%-1.5pp | 71.6%+3.7pp |
| Annual return | 15.57% | 20.88%-5.3pp | 25.88%-10.3pp | 20.87%-5.3pp |
| Employer contribution / active EE | $1,142 | $2,758-58.6% | $2,428-53.0% | $2,310-50.6% |
| Participant deferral / active EE | $2,242 | $4,634-51.6% | $3,706-39.5% | $3,537-36.6% |
| Admin fee / account holder | $176 | $74+138.1% | $5,608-96.9% | $97+80.9% |