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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,370 |
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 | $75,201 | $57,831+30.0% | $82,389-8.7% | $85,563-12.1% |
| Participation rate | 82.3% | 55.0%+27.3pp | 69.5%+12.8pp | 66.0%+16.3pp |
| Annual return | 16.81% | 17.86%-1.0pp | 28.67%-11.9pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,683 | $1,643+2.4% | $2,517-33.2% | $2,654-36.6% |
| Participant deferral / active EE | $4,722 | $3,118+51.5% | $4,155+13.7% | $4,375+7.9% |
| Admin fee / account holder | $146 | $1,391-89.5% | $7,231-98.0% | $834-82.5% |