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 | $1,063,811 |
LPL FINANCIAL9+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $46,268 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $43,050 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $24,230 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,551 | $136,310-39.4% | $98,439-16.1% | $103,482-20.2% |
| Participation rate | 96.6% | 89.2%+7.4pp | 75.2%+21.5pp | 73.3%+23.4pp |
| Annual return | 28.82% | 19.67%+9.2pp | 21.16%+7.7pp | 33.11%-4.3pp |
| Employer contribution / active EE | $3,263 | $4,714-30.8% | $3,048+7.0% | $3,208+1.7% |
| Participant deferral / active EE | $4,907 | $7,358-33.3% | $4,738+3.6% | $5,207-5.8% |
| Admin fee / account holder | $91 | $76+19.2% | $8,948-99.0% | $114-20.5% |