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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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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,231 |
TRG INVESTMENT ADVISORS, LLC2 years Service code 27 · EIN 03-0215988 | Advisory (Plan) | $41,683 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,625 | $47,126-32.9% | $149,673-78.9% | $74,419-57.5% |
| Participation rate | 97.0% | 63.4%+33.6pp | 78.8%+18.2pp | 70.7%+26.2pp |
| Annual return | 12.13% | 22.75%-10.6pp | 134.42%-122.3pp | 34.38%-22.3pp |
| Employer contribution / active EE | $1,513 | $1,905-20.6% | $4,818-68.6% | $2,637-42.7% |
| Participant deferral / active EE | $2,408 | $2,728-11.7% | $5,680-57.6% | $4,528-46.8% |
| Admin fee / account holder | $171 | $343-50.0% | $13,210-98.7% | $348-50.7% |