See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $215,396 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $53,783 |
Service code 49 · EIN 47-0465799 | Other Services | $13,446 |
BKD, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,531 | $105,247-28.2% | $87,100-13.3% | $77,787-2.9% |
| Participation rate | 90.2% | 85.8%+4.4pp | 76.9%+13.4pp | 73.2%+17.0pp |
| Annual return | 22.30% | 24.52%-2.2pp | 28.19%-5.9pp | 32.57%-10.3pp |
| Employer contribution / active EE | $877 | $2,895-69.7% | $2,521-65.2% | $2,504-65.0% |
| Participant deferral / active EE | $3,917 | $5,060-22.6% | $4,049-3.2% | $3,967-1.3% |
| Admin fee / account holder | $149 | $104+43.0% | $7,497-98.0% | $100+49.3% |