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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 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,678 |
PROEQUITIES INC6+ years Service code 49 · EIN 63-0879387 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
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 | $54,064 | $38,075+42.0% | $93,406-42.1% | $73,488-26.4% |
| Participation rate | 59.6% | 56.7%+2.9pp | 66.8%-7.2pp | 70.7%-11.0pp |
| Annual return | 14.31% | 17.59%-3.3pp | 78.05%-63.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $528 | $1,117-52.7% | $2,075-74.5% | $2,270-76.7% |
| Participant deferral / active EE | $1,563 | $2,012-22.3% | $3,126-50.0% | $3,740-58.2% |
| Admin fee / account holder | $41 | $351-88.2% | $5,230-99.2% | $513-91.9% |