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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.
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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 | $76,033 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,248 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,659 | $60,607-8.2% | $189,557-70.6% | $86,799-35.9% |
| Participation rate | 87.0% | 68.9%+18.1pp | 78.4%+8.6pp | 72.3%+14.7pp |
| Annual return | 14.62% | 65.18%-50.6pp | 64.17%-49.5pp | 97.91%-83.3pp |
| Employer contribution / active EE | $751 | $1,626-53.8% | $4,412-83.0% | $2,405-68.8% |
| Participant deferral / active EE | $6,491 | $3,895+66.6% | $6,174+5.1% | $4,131+57.1% |
| Admin fee / account holder | $333 | $159+109.9% | $9,807-96.6% | $170+96.5% |