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 | $14,107 |
Filed as: WILSHIRE ASSOCIATED INCORPORATED Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,327 | $65,376-85.7% | $87,100-89.3% | $65,185-85.7% |
| Participation rate | 75.5% | 75.3%+0.2pp | 76.9%-1.3pp | 70.2%+5.3pp |
| Annual return | 46.83% | 31.27%+15.6pp | 28.19%+18.6pp | 29.38%+17.4pp |
| Employer contribution / active EE | $495 | $1,822-72.8% | $2,521-80.4% | $2,177-77.3% |
| Participant deferral / active EE | $1,627 | $3,388-52.0% | $4,049-59.8% | $3,514-53.7% |
| Admin fee / account holder | $117 | $520-77.5% | $7,497-98.4% | $847-86.2% |