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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,948 |
ROCKEFELLER FINANCIAL LLC3 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $30,981 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,505 | $65,557-42.8% | $64,056-41.5% | $71,457-47.5% |
| Participation rate | 95.2% | 73.2%+22.1pp | 72.3%+22.9pp | 67.9%+27.3pp |
| Annual return | 20.12% | 18.94%+1.2pp | 33.69%-13.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,350 | $2,669-11.9% | $2,747-14.4% | $2,588-9.2% |
| Participant deferral / active EE | $5,143 | $3,626+41.8% | $3,880+32.5% | $4,289+19.9% |
| Admin fee / account holder | $242 | $616-60.6% | $3,068-92.1% | $1,587-84.7% |