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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,013 |
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 | Other Services | $35,099 |
WILSHIRE ASSOCIATES INCORPORATED11+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,964 | $124,732-69.6% | $180,183-78.9% | $85,563-55.6% |
| Participation rate | 94.4% | 83.2%+11.2pp | 77.4%+16.9pp | 66.0%+28.4pp |
| Annual return | 16.58% | 17.73%-1.1pp | 27.86%-11.3pp | 31.51%-14.9pp |
| Employer contribution / active EE | $953 | $5,370-82.3% | $5,039-81.1% | $2,654-64.1% |
| Participant deferral / active EE | $4,819 | $7,763-37.9% | $6,822-29.4% | $4,375+10.1% |
| Admin fee / account holder | $253 | $294-13.7% | $19,975-98.7% | $834-69.6% |