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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,436 |
D & S LIFE AGENCY INC8 years Service code 49 · EIN 54-0759444 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,798 | $54,517-32.5% | $75,972-51.6% | $74,495-50.6% |
| Participation rate | 90.1% | 60.3%+29.8pp | 69.1%+21.1pp | 67.2%+22.9pp |
| Annual return | 10.09% | 31.82%-21.7pp | 359.55%-349.5pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,748 | $3,066+22.3% | $4,255-11.9% | $4,346-13.8% |
| Admin fee / account holder | $53 | $2,229-97.6% | $6,467-99.2% | $1,942-97.3% |