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 8-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,782 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,185 | $111,608+136.7% | $177,821+48.6% | $73,409+259.9% |
| Participation rate | 97.3% | 87.9%+9.4pp | 87.7%+9.6pp | 72.2%+25.1pp |
| Annual return | 15.69% | 18.23%-2.5pp | 48.32%-32.6pp | 59.29%-43.6pp |
| Employer contribution / active EE | $7,913 | $3,796+108.4% | $5,918+33.7% | $2,234+254.3% |
| Participant deferral / active EE | $9,307 | $6,199+50.1% | $7,714+20.7% | $3,805+144.6% |
| Admin fee / account holder | $217 | $166+31.2% | $12,427-98.3% | $158+37.6% |