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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $8,447 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,217 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,907 | $72,607-45.0% | $90,749-56.0% | $66,914-40.4% |
| Participation rate | 44.4% | 73.7%-29.2pp | 75.7%-31.2pp | 69.8%-25.4pp |
| Annual return | -16.03% | -12.28%-3.7pp | -12.16%-3.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $918 | $2,369-61.3% | $2,921-68.6% | $2,544-63.9% |
| Participant deferral / active EE | $1,985 | $3,977-50.1% | $4,564-56.5% | $4,237-53.2% |
| Admin fee / account holder | $21 | $707-97.1% | $8,445-99.8% | $593-96.5% |