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 |
|---|---|---|
Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 23-2933229 | Advisory (Plan) | $17,999 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,311 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,393 | $42,772+52.9% | $87,507-25.3% | $55,167+18.5% |
| Participation rate | 73.0% | 66.5%+6.5pp | 73.8%-0.8pp | 69.0%+4.0pp |
| Annual return | 21.72% | 21.20%+0.5pp | 12.21%+9.5pp | 169.23%-147.5pp |
| Employer contribution / active EE | $391 | $1,277-69.4% | $2,550-84.7% | $1,963-80.1% |
| Participant deferral / active EE | $3,187 | $2,342+36.1% | $3,149+1.2% | $3,054+4.3% |
| Admin fee / account holder | $69 | $461-84.9% | $4,221-98.4% | $504-86.2% |