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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,241 |
SENTINEL1 year Service code 27 · EIN 43-4422848 | Advisory (Plan) | $36,062 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL PENSION ADVISOR Service code 27 · EIN 04-3442284 | Advisory (Plan) | $12,484 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,394 | $57,831+101.3% | $82,389+41.3% | $85,563+36.0% |
| Participation rate | 95.5% | 55.0%+40.5pp | 69.5%+25.9pp | 66.0%+29.5pp |
| Annual return | 16.72% | 17.86%-1.1pp | 28.67%-11.9pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,798 | $1,643+9.4% | $2,517-28.6% | $2,654-32.2% |
| Participant deferral / active EE | $6,784 | $3,118+117.6% | $4,155+63.3% | $4,375+55.0% |
| Admin fee / account holder | $313 | $1,391-77.5% | $7,231-95.7% | $834-62.5% |