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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,642 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $22,220 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,288 | $71,964-21.8% | $167,512-66.4% | $85,563-34.2% |
| Participation rate | 54.0% | 61.0%-7.0pp | 77.1%-23.1pp | 66.0%-12.0pp |
| Annual return | 16.13% | 18.83%-2.7pp | 1615.79%-1599.7pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,109 | $1,875-40.9% | $3,882-71.4% | $2,654-58.2% |
| Participant deferral / active EE | $3,212 | $4,110-21.8% | $6,405-49.8% | $4,375-26.6% |
| Admin fee / account holder | $298 | $815-63.4% | $9,769-96.9% | $834-64.3% |