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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,475 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
BOUMA CORPORATION6 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 | $105,412 | $64,119+64.4% | $112,228-6.1% | $66,914+57.5% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.1%+23.4pp | 69.8%+28.7pp |
| Annual return | 1.34% | -13.81%+15.1pp | 27.45%-26.1pp | 1.58%-0.2pp |
| Employer contribution / active EE | $3,751 | $3,005+24.8% | $3,635+3.2% | $2,544+47.4% |
| Participant deferral / active EE | $4,813 | $3,693+30.3% | $4,728+1.8% | $4,237+13.6% |
| Admin fee / account holder | $509 | $625-18.6% | $6,410-92.1% | $593-14.2% |