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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.
See the 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,930 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $867 | $47,126-98.2% | $149,673-99.4% | $74,419-98.8% |
| Participation rate | 96.4% | 63.4%+33.0pp | 78.8%+17.6pp | 70.7%+25.7pp |
| Annual return | 32.03% | 22.75%+9.3pp | 134.42%-102.4pp | 34.38%-2.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $537 | $2,728-80.3% | $5,680-90.5% | $4,528-88.1% |
| Admin fee / account holder | $10 | $343-97.1% | $13,210-99.9% | $348-97.1% |