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.4+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 | Advisory (Plan) | $27,500 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,039 |
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 | $216,611 | $94,529+129.1% | $140,016+54.7% | $64,186+237.5% |
| Participation rate | 88.1% | 84.1%+4.0pp | 87.5%+0.6pp | 69.6%+18.5pp |
| Annual return | -4.58% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $11,409 | $3,812+199.2% | $5,606+103.5% | $2,381+379.2% |
| Participant deferral / active EE | $7,994 | $5,250+52.3% | $6,927+15.4% | $3,470+130.4% |
| Admin fee / account holder | $10 | $6,741-99.8% | $10,705-99.9% | $4,888-99.8% |