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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.
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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.5+ years Filed as: PORTFOLIO EVALUATIONS Service code 26 · EIN 22-3189064 | Advisory (Participants) | $25,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,399 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,471 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,045 | $109,359+157.0% | $162,163+73.3% | $72,985+285.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.97% | 25.46%-2.5pp | 115.59%-92.6pp | 81.00%-58.0pp |
| Employer contribution / active EE | $15,684 | $3,907+301.4% | $5,614+179.4% | $2,440+542.8% |
| Participant deferral / active EE | $10,368 | $5,481+89.2% | $7,298+42.1% | $3,607+187.4% |
| Admin fee / account holder | $250 | $7,972-96.9% | $10,843-97.7% | $5,124-95.1% |