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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.
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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,365 |
AMERICAN FUNDS3+ years Filed as: CAPITAL ONE, NA Service code 27 · EIN 72-0210640 | Advisory (Plan) | $13,087 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,549 | $45,324+27.0% | $122,332-53.0% | $69,631-17.4% |
| Participation rate | 33.6% | 59.9%-26.3pp | 71.6%-38.0pp | 70.7%-37.1pp |
| Annual return | 17.68% | 25.35%-7.7pp | 30.27%-12.6pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,082 | $1,230-12.0% | $4,050-73.3% | $2,032-46.7% |
| Participant deferral / active EE | $2,012 | $2,367-15.0% | $3,287-38.8% | $3,224-37.6% |
| Admin fee / account holder | $327 | $87+276.4% | $5,478-94.0% | $110+196.5% |