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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,060 |
WILLIAM BLAIR10+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $40,748 |
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 | $165,229 | $87,013+89.9% | $106,213+55.6% | $80,856+104.3% |
| Participation rate | 91.3% | 70.4%+20.9pp | 75.3%+16.0pp | 67.6%+23.7pp |
| Annual return | 10.75% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $900 | $2,395-62.4% | $3,171-71.6% | $2,755-67.3% |
| Participant deferral / active EE | $5,519 | $3,986+38.5% | $5,016+10.0% | $4,296+28.5% |
| Admin fee / account holder | $736 | $8,431-91.3% | $11,033-93.3% | $6,918-89.4% |