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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,997 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $49,499 | $128,899-61.6% | $113,168-56.3% | $102,872-51.9% |
| Participation rate | 97.1% | 87.0%+10.1pp | 76.6%+20.5pp | 73.0%+24.1pp |
| Annual return | 17.45% | 15.88%+1.6pp | 24.27%-6.8pp | 19.06%-1.6pp |
| Employer contribution / active EE | $2,611 | $3,713-29.7% | $2,975-12.2% | $3,526-26.0% |
| Participant deferral / active EE | $4,665 | $6,787-31.3% | $5,107-8.6% | $5,535-15.7% |
| Admin fee / account holder | $78 | $129-40.0% | $12,068-99.4% | $292-73.4% |