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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.
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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 | $178,907 |
INVICTA CAPITAL LLC6 years Service code 49 · EIN 47-1180771 | Other Services | $29,445 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $9,859 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $226,786 | $82,917+173.5% | $103,333+119.5% | $77,643+192.1% |
| Participation rate | 99.1% | 71.6%+27.6pp | 74.5%+24.6pp | 70.6%+28.6pp |
| Annual return | 12.64% | 19.13%-6.5pp | 24.88%-12.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $6,058 | $3,552+70.6% | $3,868+56.6% | $2,726+122.2% |
| Participant deferral / active EE | $8,035 | $4,108+95.6% | $5,057+58.9% | $4,647+72.9% |
| Admin fee / account holder | $467 | $638-26.8% | $8,355-94.4% | $430+8.5% |