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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,840 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,175 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,079 | $69,454-14.9% | $180,183-67.2% | $74,304-20.5% |
| Participation rate | 90.3% | 61.8%+28.5pp | 77.4%+12.9pp | 60.3%+30.0pp |
| Annual return | 13.70% | 25.86%-12.2pp | 27.86%-14.2pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,503 | $3,155-20.7% | $5,039-50.3% | $2,241+11.7% |
| Participant deferral / active EE | $3,509 | $4,662-24.7% | $6,822-48.6% | $3,767-6.9% |
| Admin fee / account holder | $19 | $3,036-99.4% | $19,975-99.9% | $2,969-99.4% |