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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,290 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
BOUMA CORPORATION5 years Service code 27 · EIN 38-1395711 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,758 | $77,660+24.6% | $109,143-11.3% | $79,386+21.9% |
| Participation rate | 97.5% | 67.8%+29.7pp | 75.9%+21.6pp | 70.7%+26.8pp |
| Annual return | 42.02% | 23.44%+18.6pp | 25.75%+16.3pp | 116.85%-74.8pp |
| Employer contribution / active EE | $4,491 | $2,797+60.5% | $3,722+20.7% | $2,427+85.0% |
| Participant deferral / active EE | $3,935 | $3,518+11.9% | $4,653-15.4% | $4,046-2.7% |
| Admin fee / account holder | $401 | $732-45.2% | $6,752-94.1% | $626-36.0% |