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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,126 |
DICICCO, GULMAN & COMPANY LLP1 year Filed as: DICICCO, GULMAN & CO LLP Service code 10 · EIN 04-3296226 | Accounting | $12,750 |
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 | $105,233 | $42,810+145.8% | $169,463-37.9% | $55,725+88.8% |
| Participation rate | 82.5% | 64.7%+17.7pp | 77.8%+4.7pp | 70.9%+11.6pp |
| Annual return | -5.30% | -3.61%-1.7pp | 1.83%-7.1pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,747 | $1,402+167.3% | $4,159-9.9% | $2,078+80.3% |
| Participant deferral / active EE | $8,096 | $3,141+157.7% | $5,277+53.4% | $3,356+141.3% |
| Admin fee / account holder | $215 | $106+101.6% | $9,109-97.6% | $115+86.3% |