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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,053 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $21,888 |
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 | $73,827 | $93,182-20.8% | $146,665-49.7% | $79,386-7.0% |
| Participation rate | 81.0% | 76.4%+4.5pp | 80.1%+0.9pp | 70.7%+10.2pp |
| Annual return | 15.09% | 21.61%-6.5pp | 22.74%-7.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,952 | $2,420-19.3% | $4,136-52.8% | $2,427-19.6% |
| Participant deferral / active EE | $3,667 | $4,169-12.0% | $5,506-33.4% | $4,046-9.4% |
| Admin fee / account holder | $375 | $585-35.8% | $10,280-96.3% | $626-40.1% |