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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.
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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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,823 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,579 | $39,245-90.9% | $64,105-94.4% | $52,331-93.2% |
| Participation rate | 94.1% | 58.2%+35.9pp | 68.2%+25.9pp | 68.1%+26.0pp |
| Annual return | 0.00% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $859 | $736+16.7% | $1,820-52.8% | $1,882-54.3% |
| Participant deferral / active EE | $1,046 | $1,992-47.5% | $2,822-62.9% | $3,022-65.4% |
| Admin fee / account holder | $19 | $592-96.7% | $4,499-99.6% | $592-96.7% |