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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,349 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $30,953 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $24,735 |
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 | $159,849 | $88,083+81.5% | $164,813-3.0% | $74,495+114.6% |
| Participation rate | 99.2% | 73.0%+26.1pp | 78.6%+20.5pp | 67.2%+32.0pp |
| Annual return | 11.88% | 17.26%-5.4pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $8,807 | $2,593+239.7% | $4,341+102.9% | $2,623+235.8% |
| Participant deferral / active EE | $9,505 | $4,498+111.3% | $6,031+57.6% | $4,346+118.7% |
| Admin fee / account holder | $413 | $2,234-81.5% | $12,690-96.7% | $1,942-78.7% |