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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,547 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 711 HIGH ST · DES MOINES, IA 503920001 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $116,579 | $61,156+90.6% | $185,823-37.3% | $79,386+46.9% |
| Participation rate | 89.6% | 66.6%+22.9pp | 81.7%+7.9pp | 70.7%+18.9pp |
| Annual return | 33.99% | 19.45%+14.5pp | 122.05%-88.1pp | 116.85%-82.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,294 | $2,789+233.3% | $5,568+66.9% | $4,046+129.7% |
| Admin fee / account holder | $143 | $710-79.8% | $16,237-99.1% | $626-77.2% |