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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.
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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 | $49,442 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $30,921 |
GLOBAL ENGINEERING3 years Filed as: GLOBAL ENGINEERING & TEC Service code 10 · EIN 65-1003579 | Accounting | $16,800 |
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 | $96,128 | $102,317-6.0% | $146,958-34.6% | $80,856+18.9% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.6pp | 67.6%+22.2pp |
| Annual return | 14.92% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,078 | $3,713+9.8% | $4,933-17.3% | $2,755+48.0% |
| Participant deferral / active EE | $10,417 | $6,644+56.8% | $8,070+29.1% | $4,296+142.5% |
| Admin fee / account holder | $561 | $7,941-92.9% | $12,998-95.7% | $6,918-91.9% |