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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $209,005 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $84,781 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $142,166 | $85,135+67.0% | $98,907+43.7% | $73,409+93.7% |
| Participation rate | 98.6% | 81.1%+17.4pp | 76.0%+22.5pp | 72.2%+26.4pp |
| Annual return | 11.98% | 19.14%-7.2pp | 196.43%-184.5pp | 59.29%-47.3pp |
| Employer contribution / active EE | $6,722 | $2,721+147.1% | $2,689+150.0% | $2,234+201.0% |
| Participant deferral / active EE | $6,583 | $4,349+51.4% | $4,244+55.1% | $3,805+73.0% |
| Admin fee / account holder | $230 | $139+64.8% | $6,642-96.5% | $158+45.4% |