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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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,178 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,573 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $1,463 |
ACTUARIAL BENEFITS CORP5+ years Service code 13 · EIN 20-1054428 | Contract Administrator | $450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,652 | $47,648+10.5% | $130,648-59.7% | $67,579-22.1% |
| Participation rate | 73.7% | 60.4%+13.3pp | 71.7%+2.0pp | 71.3%+2.5pp |
| Annual return | 24.43% | 25.73%-1.3pp | 1708.96%-1684.5pp | 378.56%-354.1pp |
| Employer contribution / active EE | $817 | $1,408-42.0% | $4,092-80.0% | $2,148-62.0% |
| Participant deferral / active EE | $2,467 | $2,616-5.7% | $3,603-31.5% | $3,539-30.3% |
| Admin fee / account holder | $367 | $105+249.9% | $5,464-93.3% | $142+158.3% |