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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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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,657 |
LANCASTER POLLARD1+ years Service code 16 · EIN 31-1593508 | Consulting | $5,720 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,956 | $37,117-57.0% | $147,614-89.2% | $55,191-71.1% |
| Participation rate | 99.0% | 63.6%+35.4pp | 84.6%+14.4pp | 69.2%+29.8pp |
| Annual return | -0.36% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,687 | $1,620+4.1% | $5,564-69.7% | $1,899-11.2% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $141 | $86+64.8% | $11,611-98.8% | $91+55.3% |