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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.
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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 | $74,873 |
WILLIAM BLAIR11+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $42,880 |
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 | $187,468 | $94,625+98.1% | $116,228+61.3% | $84,808+121.1% |
| Participation rate | 93.2% | 70.4%+22.7pp | 74.6%+18.6pp | 68.3%+24.9pp |
| Annual return | 13.83% | 20.40%-6.6pp | 90.06%-76.2pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,132 | $2,347-51.8% | $2,994-62.2% | $2,631-57.0% |
| Participant deferral / active EE | $6,459 | $3,972+62.6% | $4,953+30.4% | $4,212+53.4% |
| Admin fee / account holder | $741 | $10,091-92.7% | $11,989-93.8% | $7,344-89.9% |