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 | $88,331 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $38,929 |
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 | $37,619 | $47,722-21.2% | $82,719-54.5% | $64,808-42.0% |
| Participation rate | 94.5% | 67.6%+26.9pp | 72.6%+22.0pp | 71.5%+23.1pp |
| Annual return | -8.17% | -13.05%+4.9pp | 701.18%-709.3pp | 32.82%-41.0pp |
| Employer contribution / active EE | $2,054 | $2,179-5.7% | $3,009-31.7% | $2,506-18.0% |
| Participant deferral / active EE | $5,741 | $3,329+72.4% | $4,395+30.6% | $4,310+33.2% |
| Admin fee / account holder | $228 | $143+59.7% | $5,329-95.7% | $188+21.5% |