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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,829 |
PERFORMANCE WEALTH3 years Service code 27 · EIN 86-1241865 | Advisory (Plan) | $21,474 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $5,141 |
Service code 49 · EIN 36-4389114 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,476 | $69,823+22.4% | $77,163+10.8% | $74,419+14.9% |
| Participation rate | 37.8% | 70.0%-32.2pp | 69.6%-31.8pp | 70.7%-32.9pp |
| Annual return | 20.43% | 19.98%+0.5pp | 37.87%-17.4pp | 34.38%-13.9pp |
| Employer contribution / active EE | $581 | $2,150-73.0% | $2,535-77.1% | $2,637-78.0% |
| Participant deferral / active EE | $1,446 | $3,558-59.4% | $3,833-62.3% | $4,528-68.1% |
| Admin fee / account holder | $463 | $398+16.5% | $5,472-91.5% | $348+33.2% |