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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,550 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 06-1685865 | Consulting | $30,000 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $87,730 | $155,795-43.7% | $136,294-35.6% | $69,631+26.0% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 18.95% | 232464.33%-232445.4pp | 5155.94%-5137.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $2,178 | $2,991-27.2% | $4,695-53.6% | $2,032+7.2% |
| Participant deferral / active EE | $8,241 | $5,394+52.8% | $6,247+31.9% | $3,224+155.6% |
| Admin fee / account holder | $165 | $128+28.7% | $9,243-98.2% | $110+49.4% |