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 COMPANY5+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $20,370 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,449 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,318 | $64,871-33.2% | $129,110-66.4% | $66,914-35.3% |
| Participation rate | 89.0% | 74.0%+15.0pp | 77.3%+11.7pp | 69.8%+19.2pp |
| Annual return | -17.53% | -12.21%-5.3pp | -10.94%-6.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,574 | $3,741-31.2% | $5,052-49.1% | $2,544+1.2% |
| Participant deferral / active EE | $3,274 | $5,090-35.7% | $6,542-50.0% | $4,237-22.7% |
| Admin fee / account holder | $21 | $629-96.7% | $14,302-99.9% | $593-96.5% |