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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,622 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $1,112 |
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 | $86,500 | $109,359-20.9% | $162,163-46.7% | $72,985+18.5% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 22.37% | 25.46%-3.1pp | 115.59%-93.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,045 | $3,907-47.7% | $5,614-63.6% | $2,440-16.2% |
| Participant deferral / active EE | $5,513 | $5,481+0.6% | $7,298-24.5% | $3,607+52.8% |
| Admin fee / account holder | $61 | $7,972-99.2% | $10,843-99.4% | $5,124-98.8% |