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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,095 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $9,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,985 | $54,762+102.7% | $90,281+22.9% | $72,985+52.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.64% | 30.63%-13.0pp | 78.10%-60.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $4,434 | $2,092+111.9% | $2,854+55.3% | $2,440+81.7% |
| Participant deferral / active EE | $6,381 | $2,887+121.0% | $3,885+64.2% | $3,607+76.9% |
| Admin fee / account holder | $334 | $3,972-91.6% | $5,351-93.8% | $5,124-93.5% |