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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,036 |
KATHMERE CAPITAL MANAGEMENT2 years Filed as: KATHMERE CAPITAL MANAGEMENT, LLC Service code 27 · EIN 81-1449683 | Advisory (Plan) | $19,103 |
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 | $22,998 | $50,199-54.2% | $70,092-67.2% | $66,914-65.6% |
| Participation rate | 91.9% | 66.3%+25.6pp | 70.5%+21.4pp | 69.8%+22.1pp |
| Annual return | -15.08% | -13.85%-1.2pp | 190.73%-205.8pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,685 | $1,864-9.6% | $2,559-34.2% | $2,544-33.8% |
| Participant deferral / active EE | $3,566 | $3,112+14.6% | $3,849-7.3% | $4,237-15.8% |
| Admin fee / account holder | $238 | $600-60.3% | $6,267-96.2% | $593-59.9% |