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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,896 |
DONEGAL SECURITIES INC2 years Filed as: DONEGAL SECURITIES, INC Service code 49 · EIN 73-1669403 | Other Services | $32,731 |
DICICCO, GULMAN & COMPANY LLP3+ years Service code 10 · EIN 04-3296226 | Accounting | $12,500 |
SULLIVAN & WORCESTER LLP1 year Filed as: SULLIVAN & WORCESTER Service code 29 · EIN 04-2387531 | Legal | $12,184 |
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 | $118,633 | $46,966+152.6% | $185,117-35.9% | $69,631+70.4% |
| Participation rate | 79.8% | 65.3%+14.5pp | 77.3%+2.5pp | 70.7%+9.1pp |
| Annual return | 21.55% | 22.36%-0.8pp | 40.50%-18.9pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $3,366 | $1,360+147.4% | $4,182-19.5% | $2,032+65.6% |
| Participant deferral / active EE | $7,146 | $3,017+136.9% | $5,045+41.6% | $3,224+121.7% |
| Admin fee / account holder | $180 | $94+92.1% | $8,159-97.8% | $110+63.2% |