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 | $23,545 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $120,950 | $122,186-1.0% | $146,958-17.7% | $199,593-39.4% |
| Participation rate | 90.0% | 78.3%+11.7pp | 82.2%+7.8pp | 72.0%+18.0pp |
| Annual return | 14.75% | 30.56%-15.8pp | 418.34%-403.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $3,671 | $4,093-10.3% | $4,933-25.6% | $3,034+21.0% |
| Participant deferral / active EE | $8,603 | $8,502+1.2% | $8,070+6.6% | $5,087+69.1% |
| Admin fee / account holder | $21 | $179-88.2% | $12,998-99.8% | $269-92.2% |