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 10-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,752 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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 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 | $38,243 | $43,550-12.2% | $63,517-39.8% | $52,331-26.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -0.90% | 2.03%-2.9pp | -70.30%+69.4pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,008 | $1,351+48.6% | $2,322-13.5% | $1,882+6.7% |
| Participant deferral / active EE | $2,727 | $2,254+21.0% | $2,953-7.7% | $3,022-9.8% |
| Admin fee / account holder | $54 | $387-86.0% | $5,892-99.1% | $592-90.8% |