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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,675 |
KATHMERE CAPITAL MANAGEMENT5 years Filed as: KATHMERE CAPITAL MANAGEMENT, LLC Service code 27 · EIN 81-1449683 | Advisory (Plan) | $19,637 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,545 | $65,561-21.4% | $91,541-43.7% | $74,304-30.6% |
| Participation rate | 92.4% | 56.6%+35.8pp | 69.8%+22.7pp | 60.3%+32.1pp |
| Annual return | 14.69% | 17.68%-3.0pp | 20.50%-5.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,784 | $1,717+3.9% | $2,505-28.8% | $2,241-20.4% |
| Participant deferral / active EE | $4,434 | $2,918+51.9% | $4,008+10.6% | $3,767+17.7% |
| Admin fee / account holder | $340 | $3,333-89.8% | $6,956-95.1% | $2,969-88.6% |