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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $392,357 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $94,215 | $122,186-22.9% | $146,958-35.9% | $199,593-52.8% |
| Participation rate | 92.6% | 78.3%+14.3pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 19.34% | 30.56%-11.2pp | 418.34%-399.0pp | 34.25%-14.9pp |
| Employer contribution / active EE | $4,136 | $4,093+1.1% | $4,933-16.1% | $3,034+36.3% |
| Participant deferral / active EE | $10,798 | $8,502+27.0% | $8,070+33.8% | $5,087+112.3% |
| Admin fee / account holder | $141 | $179-21.4% | $12,998-98.9% | $269-47.7% |