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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.
See the 7-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,261 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,832 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,766 | $72,607-59.0% | $90,749-67.2% | $66,914-55.5% |
| Participation rate | 48.6% | 73.7%-25.0pp | 75.7%-27.0pp | 69.8%-21.2pp |
| Annual return | -16.83% | -12.28%-4.5pp | -12.16%-4.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $786 | $2,369-66.8% | $2,921-73.1% | $2,544-69.1% |
| Participant deferral / active EE | $2,211 | $3,977-44.4% | $4,564-51.6% | $4,237-47.8% |
| Admin fee / account holder | $289 | $707-59.1% | $8,445-96.6% | $593-51.2% |