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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,746 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,062 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,490 | $80,724-18.9% | $103,333-36.6% | $74,495-12.1% |
| Participation rate | 95.6% | 65.7%+29.9pp | 74.5%+21.1pp | 67.2%+28.4pp |
| Annual return | 11.26% | 27.56%-16.3pp | 24.88%-13.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,881 | $3,860+26.4% | $5,057-3.5% | $4,346+12.3% |
| Admin fee / account holder | $321 | $2,368-86.5% | $8,355-96.2% | $1,942-83.5% |