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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,370 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $15,970 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,176 | $52,670-21.8% | $90,404-54.5% | $73,409-43.9% |
| Participation rate | 86.5% | 67.7%+18.8pp | 72.7%+13.8pp | 72.2%+14.3pp |
| Annual return | 101.47% | 20.70%+80.8pp | 1293.02%-1191.5pp | 59.29%+42.2pp |
| Employer contribution / active EE | $633 | $1,872-66.2% | $3,262-80.6% | $2,234-71.6% |
| Participant deferral / active EE | $2,524 | $2,807-10.1% | $3,963-36.3% | $3,805-33.7% |
| Admin fee / account holder | $145 | $117+24.3% | $5,611-97.4% | $158-8.1% |