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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,889 |
CLIFTONLARSONALLEN LLP9 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,435 |
LOCAL 1102 RWDSU3 years Filed as: LOCAL 42 PENSION PLAN Service code 14 · EIN 23-7404110 | Plan Administrator | $14,969 |
Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $9,350 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 31 · EIN 46-0619194 | Direct payment from the plan; Named f... | $5,703 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $95,880-47.7% | $107,525-53.4% | $85,563-41.4% |
| Participation rate | 95.2% | 70.1%+25.0pp | 75.1%+20.1pp | 66.0%+29.2pp |
| Annual return | 10.90% | 68.06%-57.2pp | 181.32%-170.4pp | 31.51%-20.6pp |
| Employer contribution / active EE | $3,227 | $3,812-15.3% | $3,754-14.0% | $2,654+21.6% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $292 | $1,025-71.5% | $8,919-96.7% | $834-65.0% |