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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,787 |
USI CONSULTING GROUP3 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $9,702 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,676 | $65,435-74.5% | $86,677-80.8% | $66,914-75.1% |
| Participation rate | 83.5% | 75.5%+8.1pp | 76.6%+6.9pp | 69.8%+13.7pp |
| Annual return | -9.17% | -10.89%+1.7pp | 35.91%-45.1pp | 1.58%-10.8pp |
| Employer contribution / active EE | $1,769 | $2,153-17.8% | $2,836-37.6% | $2,544-30.5% |
| Participant deferral / active EE | $2,864 | $4,100-30.1% | $4,656-38.5% | $4,237-32.4% |
| Admin fee / account holder | $88 | $642-86.2% | $7,493-98.8% | $593-85.1% |