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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,666 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,062 | $71,883-5.3% | $86,677-21.5% | $68,494-0.6% |
| Participation rate | 95.9% | 72.2%+23.7pp | 76.6%+19.3pp | 67.9%+28.0pp |
| Annual return | -14.27% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,159 | $2,173-46.6% | $2,836-59.1% | $2,596-55.3% |
| Participant deferral / active EE | $4,954 | $3,779+31.1% | $4,656+6.4% | $4,027+23.0% |
| Admin fee / account holder | $199 | $6,112-96.7% | $7,493-97.3% | $5,403-96.3% |