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 |
|---|---|---|
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,602 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,824 |
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 | $61,158 | $95,274-35.8% | $135,903-55.0% | $74,419-17.8% |
| Participation rate | 93.7% | 78.2%+15.5pp | 81.9%+11.7pp | 70.7%+22.9pp |
| Annual return | 33.20% | 32.77%+0.4pp | 68.23%-35.0pp | 34.38%-1.2pp |
| Employer contribution / active EE | $4,970 | $3,874+28.3% | $4,856+2.3% | $2,637+88.4% |
| Participant deferral / active EE | $9,882 | $7,782+27.0% | $7,758+27.4% | $4,528+118.2% |
| Admin fee / account holder | $56 | $266-78.9% | $10,762-99.5% | $348-83.9% |