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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $848,477 |
CROWE LLP1 year Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $29,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $79,325 | $187,373-57.7% | $91,001-12.8% | $80,976-2.0% |
| Participation rate | 97.7% | 87.5%+10.2pp | 75.6%+22.1pp | 68.3%+29.4pp |
| Annual return | 17.57% | 16.95%+0.6pp | 4.60%+13.0pp | 22.91%-5.3pp |
| Employer contribution / active EE | $3,548 | $5,838-39.2% | $2,456+44.5% | $2,402+47.7% |
| Participant deferral / active EE | $3,568 | $8,375-57.4% | $3,547+0.6% | $3,848-7.3% |
| Admin fee / account holder | $64 | $91-30.2% | $5,417-98.8% | $67-5.4% |