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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,305 |
STIFEL NICOLAUS & CO INC5+ years Filed as: STIFEL NICOLAUS INS AGENCY INC Service code 49 · EIN 82-0547562 | Other Services | $2,809 |
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 | $63,346 | $73,638-14.0% | $95,952-34.0% | $73,488-13.8% |
| Participation rate | 96.9% | 76.2%+20.7pp | 77.1%+19.8pp | 70.7%+26.2pp |
| Annual return | 11.73% | 16.78%-5.1pp | 91.61%-79.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,682 | $1,863-9.7% | $2,541-33.8% | $2,270-25.9% |
| Participant deferral / active EE | $2,541 | $3,617-29.8% | $4,167-39.0% | $3,740-32.1% |
| Admin fee / account holder | $179 | $482-62.8% | $6,795-97.4% | $513-65.1% |