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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,259 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $27,105 |
GLOBAL ENGINEERING1 year Service code 10 · EIN 65-1003579 | Accounting | $16,000 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,549 | $91,407-5.3% | $135,903-36.3% | $71,457+21.1% |
| Participation rate | 84.0% | 75.7%+8.3pp | 81.9%+2.1pp | 67.9%+16.1pp |
| Annual return | 18.49% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,576 | $3,703-3.4% | $4,856-26.4% | $2,588+38.2% |
| Participant deferral / active EE | $8,778 | $7,092+23.8% | $7,758+13.2% | $4,289+104.7% |
| Admin fee / account holder | $489 | $1,266-61.3% | $10,762-95.5% | $1,587-69.2% |