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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $353,495 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 | Other Services | $28,359 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $31,189 | $47,456-34.3% | $172,739-81.9% | $77,787-59.9% |
| Participation rate | 87.6% | 66.3%+21.3pp | 82.6%+4.9pp | 73.2%+14.4pp |
| Annual return | 22.53% | 35.57%-13.0pp | 802.84%-780.3pp | 32.57%-10.0pp |
| Employer contribution / active EE | $1,558 | $1,574-1.0% | $5,143-69.7% | $2,504-37.8% |
| Participant deferral / active EE | $2,195 | $2,560-14.3% | $5,198-57.8% | $3,967-44.7% |
| Admin fee / account holder | $148 | $81+82.9% | $13,954-98.9% | $100+47.8% |