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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.
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,676 |
SPECTRUM INVESTMENT ADVISORS10+ years Filed as: SPECTRUM INVESTMENT ADV Service code 27 · EIN 39-1828175 | Advisory (Plan) | $70,827 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,037 | $88,890-11.1% | $102,423-22.8% | $77,643+1.8% |
| Participation rate | 86.2% | 80.9%+5.3pp | 76.5%+9.7pp | 70.6%+15.6pp |
| Annual return | 11.03% | 24.98%-14.0pp | 29.32%-18.3pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,857 | $2,698-31.2% | $3,023-38.6% | $2,726-31.9% |
| Participant deferral / active EE | $5,341 | $5,145+3.8% | $5,053+5.7% | $4,647+14.9% |
| Admin fee / account holder | $420 | $235+78.5% | $9,451-95.6% | $430-2.4% |