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 JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $48,446 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,337 |
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).
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 | $82,493 | $106,028-22.2% | $146,958-43.9% | $77,643+6.2% |
| Participation rate | 92.0% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 24.73% | 56.73%-32.0pp | 418.34%-393.6pp | 31.24%-6.5pp |
| Employer contribution / active EE | $5,155 | $4,063+26.9% | $4,933+4.5% | $2,726+89.1% |
| Participant deferral / active EE | $10,535 | $7,990+31.8% | $8,070+30.5% | $4,647+126.7% |
| Admin fee / account holder | $71 | $337-79.1% | $12,998-99.5% | $430-83.6% |