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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $252,182 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $106,308 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $53,448 | $65,908-18.9% | $81,812-34.7% | $77,643-31.2% |
| Participation rate | 98.2% | 65.8%+32.4pp | 72.3%+25.9pp | 70.6%+27.7pp |
| Annual return | 96.76% | 26.64%+70.1pp | 773.79%-677.0pp | 31.24%+65.5pp |
| Employer contribution / active EE | $4,065 | $2,370+71.5% | $2,912+39.6% | $2,726+49.1% |
| Participant deferral / active EE | $4,770 | $3,505+36.1% | $4,319+10.4% | $4,647+2.6% |
| Admin fee / account holder | $298 | $526-43.4% | $7,386-96.0% | $430-30.8% |