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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $23,565 |
ASSOCIATED PENSION CONSULTANTS10+ years Service code 13 | Contract Administrator | $12,314 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,528 |
Filed as: ASSOCIATED PENSION CONSULTANT Service code 13 · EIN 11-3271022 | Contract Administrator | $1,235 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,681 | $79,171+25.9% | $102,423-2.7% | $74,495+33.8% |
| Participation rate | 61.1% | 74.8%-13.7pp | 76.5%-15.4pp | 67.2%-6.1pp |
| Annual return | 18.92% | 54.93%-36.0pp | 29.32%-10.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,587 | $2,362-32.8% | $3,023-47.5% | $2,623-39.5% |
| Participant deferral / active EE | $7,935 | $4,415+79.7% | $5,053+57.0% | $4,346+82.6% |
| Admin fee / account holder | $48 | $2,001-97.6% | $9,451-99.5% | $1,942-97.5% |