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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,802 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,205 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $93,716 | $82,093+14.2% | $379,746-75.3% | $73,409+27.7% |
| Participation rate | 98.6% | 76.8%+21.8pp | 78.4%+20.2pp | 72.2%+26.4pp |
| Annual return | 13.53% | 18.89%-5.4pp | 34.90%-21.4pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,738 | $2,847-38.9% | $3,540-50.9% | $2,234-22.2% |
| Participant deferral / active EE | $5,757 | $4,697+22.6% | $6,024-4.4% | $3,805+51.3% |
| Admin fee / account holder | $29 | $128-76.9% | $7,927-99.6% | $158-81.4% |