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.
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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 |
|---|---|---|
TRUENORTH, INC.1+ years Filed as: TRUENORTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $25,520 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,499 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,699 | $69,977+15.3% | $108,579-25.7% | $62,891+28.3% |
| Participation rate | 97.3% | 72.9%+24.4pp | 79.6%+17.8pp | 69.3%+28.0pp |
| Annual return | 8.50% | 10.73%-2.2pp | -51.70%+60.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,210 | $2,135+97.2% | $3,758+12.0% | $2,281+84.6% |
| Participant deferral / active EE | $9,131 | $3,165+188.5% | $4,311+111.8% | $3,203+185.1% |
| Admin fee / account holder | $404 | $5,076-92.0% | $7,645-94.7% | $4,296-90.6% |