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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 | Advisory (Plan) | $27,500 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,289 |
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 | $219,920 | $100,041+119.8% | $149,718+46.9% | $70,131+213.6% |
| Participation rate | 89.7% | 83.6%+6.2pp | 87.1%+2.7pp | 69.5%+20.2pp |
| Annual return | 17.79% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $8,062 | $3,662+120.2% | $5,445+48.1% | $2,342+244.2% |
| Participant deferral / active EE | $8,413 | $4,983+68.9% | $6,569+28.1% | $3,332+152.5% |
| Admin fee / account holder | $13 | $8,286-99.8% | $11,283-99.9% | $4,645-99.7% |