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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,987 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,192 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,115 | $59,417+34.8% | $93,606-14.4% | $74,495+7.5% |
| Participation rate | 98.2% | 59.7%+38.5pp | 68.7%+29.5pp | 67.2%+31.0pp |
| Annual return | 11.61% | 81.83%-70.2pp | 133.20%-121.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,987 | $1,264+57.2% | $2,420-17.9% | $2,623-24.3% |
| Participant deferral / active EE | $8,820 | $3,050+189.2% | $4,411+99.9% | $4,346+103.0% |
| Admin fee / account holder | $437 | $3,021-85.5% | $8,285-94.7% | $1,942-77.5% |