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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,498 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,773 | $65,376-51.4% | $87,100-63.5% | $65,185-51.3% |
| Participation rate | 34.4% | 75.3%-40.9pp | 76.9%-42.5pp | 70.2%-35.8pp |
| Annual return | 43.90% | 31.27%+12.6pp | 28.19%+15.7pp | 29.38%+14.5pp |
| Employer contribution / active EE | $558 | $1,822-69.4% | $2,521-77.9% | $2,177-74.4% |
| Participant deferral / active EE | $1,086 | $3,388-67.9% | $4,049-73.2% | $3,514-69.1% |
| Admin fee / account holder | $41 | $520-92.2% | $7,497-99.5% | $847-95.2% |