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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $7,967 |
Filed as: CETERA ADVISOR NETWORKS INS S Service code 49 · EIN 33-0232417 | Other Services | $7,453 |
Filed as: WILSHIRE ASSC INC 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 | $41,730 | $73,638-43.3% | $95,952-56.5% | $73,488-43.2% |
| Participation rate | 59.0% | 76.2%-17.2pp | 77.1%-18.1pp | 70.7%-11.7pp |
| Annual return | 18.85% | 16.78%+2.1pp | 91.61%-72.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,390 | $1,863-25.4% | $2,541-45.3% | $2,270-38.8% |
| Participant deferral / active EE | $2,787 | $3,617-23.0% | $4,167-33.1% | $3,740-25.5% |
| Admin fee / account holder | $112 | $482-76.7% | $6,795-98.4% | $513-78.2% |