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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,993 |
Filed as: DIGITAL INSURANCE INC Service code 49 · EIN 58-2522668 | Other Services | $24,238 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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 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 | $19,873 | $37,213-46.6% | $156,549-87.3% | $63,975-68.9% |
| Participation rate | 85.6% | 65.0%+20.6pp | 84.0%+1.6pp | 71.1%+14.5pp |
| Annual return | 9.63% | 47.89%-38.3pp | 32.23%-22.6pp | 48.65%-39.0pp |
| Employer contribution / active EE | $1,235 | $1,357-9.0% | $5,501-77.5% | $2,182-43.4% |
| Participant deferral / active EE | $1,681 | $2,070-18.8% | $4,871-65.5% | $3,356-49.9% |
| Admin fee / account holder | $36 | $56-36.3% | $13,027-99.7% | $70-49.1% |