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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,269 |
Service code 49 · EIN 52-2114207 | Other Services | $10,476 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $16,142 | $44,229-63.5% | $155,790-89.6% | $55,191-70.8% |
| Participation rate | 83.1% | 60.8%+22.3pp | 76.1%+7.0pp | 69.2%+13.9pp |
| Annual return | -1.30% | 0.37%-1.7pp | 71.54%-72.8pp | 10.78%-12.1pp |
| Employer contribution / active EE | $390 | $1,317-70.4% | $3,836-89.8% | $1,899-79.5% |
| Participant deferral / active EE | $1,390 | $2,851-51.3% | $4,797-71.0% | $3,046-54.4% |
| Admin fee / account holder | $55 | $86-36.7% | $7,478-99.3% | $91-39.9% |