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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,488 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $67,786 | $58,726+15.4% | $92,233-26.5% | $62,292+8.8% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 16.66% | 43.62%-27.0pp | 176.28%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,391 | $2,392-0.1% | $3,679-35.0% | $2,042+17.1% |
| Participant deferral / active EE | $4,268 | $2,766+54.3% | $3,897+9.5% | $3,169+34.7% |
| Admin fee / account holder | $123 | $556-77.9% | $5,194-97.6% | $479-74.3% |