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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,726 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,835 |
MORNINGSTAR3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,428 | $86,944-5.2% | $107,525-23.3% | $74,304+10.9% |
| Participation rate | 92.5% | 59.6%+32.9pp | 75.1%+17.4pp | 60.3%+32.2pp |
| Annual return | 34.76% | 23.52%+11.2pp | 181.32%-146.6pp | 29.43%+5.3pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,049 | $3,554+42.0% | $5,116-1.3% | $3,767+34.0% |
| Admin fee / account holder | $307 | $3,727-91.8% | $8,919-96.6% | $2,969-89.6% |