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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,417 |
Filed as: BENEFIT PLANS INC Service code 13 · EIN 47-0617162 | Contract Administrator | $26,023 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $51,118 | $52,293-2.2% | $178,490-71.4% | $73,409-30.4% |
| Participation rate | 82.4% | 65.3%+17.0pp | 81.9%+0.5pp | 72.2%+10.2pp |
| Annual return | 15.56% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $335 | $1,735-80.7% | $5,011-93.3% | $2,234-85.0% |
| Participant deferral / active EE | $3,544 | $2,332+52.0% | $5,202-31.9% | $3,805-6.9% |
| Admin fee / account holder | $143 | $127+12.1% | $13,984-99.0% | $158-9.6% |