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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,294 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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 | $29,385 | $58,927-50.1% | $76,817-61.7% | $72,985-59.7% |
| Participation rate | 96.2% | 67.3%+28.9pp | 72.1%+24.1pp | 69.5%+26.7pp |
| Annual return | 68.53% | 2305.64%-2237.1pp | 1166.11%-1097.6pp | 81.00%-12.5pp |
| Employer contribution / active EE | $236 | $1,787-86.8% | $2,302-89.8% | $2,440-90.3% |
| Participant deferral / active EE | $2,300 | $2,690-14.5% | $3,336-31.1% | $3,607-36.2% |
| Admin fee / account holder | $233 | $4,013-94.2% | $6,420-96.4% | $5,124-95.4% |