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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,104 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,259 | $34,677-76.2% | $77,024-89.3% | $64,808-87.3% |
| Participation rate | 37.0% | 49.8%-12.8pp | 67.9%-30.9pp | 71.5%-34.4pp |
| Annual return | -12.59% | -5.33%-7.3pp | 42.32%-54.9pp | 32.82%-45.4pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,476 | $2,556-42.3% | $4,426-66.6% | $4,310-65.8% |
| Admin fee / account holder | $53 | $179-70.2% | $5,425-99.0% | $188-71.7% |