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 | $145,978 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $78,862 |
Filed as: SCHNEIDER DOWNS & CO, IN Service code 10 · EIN 25-1408703 | Accounting | $17,384 |
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 | $139,477 | $82,917+68.2% | $103,333+35.0% | $77,643+79.6% |
| Participation rate | 99.7% | 71.6%+28.2pp | 74.5%+25.2pp | 70.6%+29.2pp |
| Annual return | 13.51% | 19.13%-5.6pp | 24.88%-11.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $6,280 | $3,552+76.8% | $3,868+62.4% | $2,726+130.4% |
| Participant deferral / active EE | $7,651 | $4,108+86.2% | $5,057+51.3% | $4,647+64.6% |
| Admin fee / account holder | $329 | $638-48.5% | $8,355-96.1% | $430-23.6% |