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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,692 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,794 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,816 | $60,323-73.8% | $81,812-80.7% | $74,495-78.8% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.3%+27.0pp | 67.2%+32.2pp |
| Annual return | 12.51% | 16.90%-4.4pp | 773.79%-761.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,866 | $2,620-28.8% | $2,912-35.9% | $2,623-28.8% |
| Participant deferral / active EE | $2,173 | $3,387-35.8% | $4,319-49.7% | $4,346-50.0% |
| Admin fee / account holder | $27 | $1,486-98.2% | $7,386-99.6% | $1,942-98.6% |