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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,507 |
PENSIONMARK FINANCIAL GROUP LLC9+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $65,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $211,881 | $101,317+109.1% | $146,958+44.2% | $74,495+184.4% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 16.16% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $7,663 | $3,810+101.1% | $4,933+55.4% | $2,623+192.2% |
| Participant deferral / active EE | $18,091 | $7,303+147.7% | $8,070+124.2% | $4,346+316.3% |
| Admin fee / account holder | $339 | $1,739-80.5% | $12,998-97.4% | $1,942-82.6% |