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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,100 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,846 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,972 | $79,171-52.0% | $102,423-62.9% | $74,495-49.0% |
| Participation rate | 95.0% | 74.8%+20.2pp | 76.5%+18.5pp | 67.2%+27.8pp |
| Annual return | 14.40% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,490 | $2,362+5.4% | $3,023-17.7% | $2,623-5.1% |
| Participant deferral / active EE | $4,806 | $4,415+8.9% | $5,053-4.9% | $4,346+10.6% |
| Admin fee / account holder | $199 | $2,001-90.1% | $9,451-97.9% | $1,942-89.8% |