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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,342 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 27 · EIN 42-0941553 | Advisory (Plan) | $32,433 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,097 | $101,317-42.7% | $146,958-60.5% | $74,495-22.0% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.2%+14.2pp | 67.2%+29.1pp |
| Annual return | 30.37% | 8730.91%-8700.5pp | 418.34%-388.0pp | 1364.94%-1334.6pp |
| Employer contribution / active EE | $2,776 | $3,810-27.1% | $4,933-43.7% | $2,623+5.8% |
| Participant deferral / active EE | $9,858 | $7,303+35.0% | $8,070+22.2% | $4,346+126.8% |
| Admin fee / account holder | $320 | $1,739-81.6% | $12,998-97.5% | $1,942-83.5% |