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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $171,889 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $92,394 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $18,305 |
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 | $164,179 | $95,880+71.2% | $107,525+52.7% | $85,563+91.9% |
| Participation rate | 99.5% | 70.1%+29.4pp | 75.1%+24.4pp | 66.0%+33.5pp |
| Annual return | 18.40% | 68.06%-49.7pp | 181.32%-162.9pp | 31.51%-13.1pp |
| Employer contribution / active EE | $6,882 | $3,812+80.5% | $3,754+83.3% | $2,654+159.3% |
| Participant deferral / active EE | $7,913 | $4,201+88.3% | $5,116+54.7% | $4,375+80.9% |
| Admin fee / account holder | $373 | $1,025-63.6% | $8,919-95.8% | $834-55.3% |