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 | $24,806 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $13,991 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,879 | $56,152-39.7% | $185,823-81.8% | $73,409-53.8% |
| Participation rate | 74.2% | 67.6%+6.6pp | 78.0%-3.8pp | 72.2%+2.0pp |
| Annual return | 13.84% | 17.59%-3.7pp | 35.95%-22.1pp | 59.29%-45.5pp |
| Employer contribution / active EE | $850 | $1,532-44.5% | $4,087-79.2% | $2,234-61.9% |
| Participant deferral / active EE | $2,582 | $3,659-29.4% | $5,632-54.1% | $3,805-32.1% |
| Admin fee / account holder | $98 | $132-26.0% | $9,500-99.0% | $158-38.1% |