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 4-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 | $13,440 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,230 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,660 | $59,101-75.2% | $77,163-81.0% | $75,163-80.5% |
| Participation rate | 85.6% | 63.9%+21.7pp | 69.6%+16.0pp | 67.2%+18.4pp |
| Annual return | 22.52% | 26.71%-4.2pp | 37.87%-15.4pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,712 | $1,995-14.2% | $2,535-32.5% | $2,670-35.9% |
| Participant deferral / active EE | $3,458 | $2,999+15.3% | $3,833-9.8% | $4,125-16.2% |
| Admin fee / account holder | $146 | $4,774-96.9% | $5,472-97.3% | $5,651-97.4% |