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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,646 |
ROCKEFELLER FINANCIAL LLC4 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $35,836 |
MORNINGSTAR3 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,202 | $69,763-35.2% | $67,502-33.0% | $74,495-39.3% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 16.79% | -40.34%+57.1pp | 3512.12%-3495.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,076 | $2,704-23.2% | $2,731-24.0% | $2,623-20.9% |
| Participant deferral / active EE | $4,835 | $3,636+33.0% | $4,000+20.9% | $4,346+11.3% |
| Admin fee / account holder | $306 | $896-65.9% | $3,998-92.4% | $1,942-84.3% |