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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.
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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 | $22,770 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $9,657 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPORTED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,610 | $61,156-33.6% | $185,823-78.1% | $79,386-48.8% |
| Participation rate | 41.6% | 66.6%-25.0pp | 81.7%-40.1pp | 70.7%-29.1pp |
| Annual return | 35.16% | 19.45%+15.7pp | 122.05%-86.9pp | 116.85%-81.7pp |
| Employer contribution / active EE | $943 | $2,321-59.4% | $5,167-81.8% | $2,427-61.2% |
| Participant deferral / active EE | $2,173 | $2,789-22.1% | $5,568-61.0% | $4,046-46.3% |
| Admin fee / account holder | $185 | $710-74.0% | $16,237-98.9% | $626-70.5% |