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 7-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,390 |
BAIRD INSURANCE SERVICES INC6 years Service code 49 · EIN 39-1236032 | Other Services | $50,509 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $14,311 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 | Contract Administrator | $9,429 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $89,823 | $108,719-17.4% | $101,326-11.4% | $85,563+5.0% |
| Participation rate | 84.7% | 80.9%+3.8pp | 81.5%+3.2pp | 66.0%+18.7pp |
| Annual return | 55.71% | 20.95%+34.8pp | 36.82%+18.9pp | 31.51%+24.2pp |
| Employer contribution / active EE | $5,208 | $3,114+67.2% | $3,665+42.1% | $2,654+96.3% |
| Participant deferral / active EE | $12,287 | $8,545+43.8% | $7,994+53.7% | $4,375+180.8% |
| Admin fee / account holder | $415 | $685-39.3% | $11,185-96.3% | $834-50.2% |