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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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,136 |
ROCKEFELLER FINANCIAL LLC5 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $41,405 |
MORNINGSTAR4 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,999 | $67,984-22.0% | $65,493-19.1% | $74,304-28.7% |
| Participation rate | 94.8% | 66.3%+28.5pp | 73.1%+21.8pp | 60.3%+34.5pp |
| Annual return | 18.15% | 19.87%-1.7pp | 982.45%-964.3pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,833 | $2,491+13.7% | $2,574+10.1% | $2,241+26.4% |
| Participant deferral / active EE | $5,224 | $3,346+56.1% | $3,961+31.9% | $3,767+38.7% |
| Admin fee / account holder | $343 | $1,373-75.0% | $5,028-93.2% | $2,969-88.4% |