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 |
|---|---|---|
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 14 · EIN 20-1054428 | Plan Administrator | $10,093 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,388 | $50,958+128.4% | $74,550+56.1% | $64,186+81.3% |
| Participation rate | 85.4% | 61.1%+24.3pp | 69.1%+16.2pp | 69.6%+15.8pp |
| Annual return | -6.51% | -1.86%-4.7pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,472 | $1,115+211.3% | $1,961+77.1% | $2,381+45.8% |
| Participant deferral / active EE | $4,403 | $2,301+91.3% | $3,108+41.6% | $3,470+26.9% |
| Admin fee / account holder | $2,929 | $4,223-30.6% | $5,060-42.1% | $4,888-40.1% |