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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,428 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $29,687 |
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 | $158,298 | $72,277+119.0% | $101,248+56.3% | $79,858+98.2% |
| Participation rate | 84.9% | 68.5%+16.5pp | 75.8%+9.1pp | 69.6%+15.3pp |
| Annual return | 15.52% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,663 | $2,692-38.2% | $3,660-54.6% | $2,471-32.7% |
| Participant deferral / active EE | $7,416 | $3,282+126.0% | $4,370+69.7% | $3,740+98.3% |
| Admin fee / account holder | $733 | $4,400-83.4% | $5,945-87.7% | $5,306-86.2% |