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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $40,204 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN Service code 10 · EIN 33-1498605 | Accounting | $27,700 |
CASTLE VALUATION4 years Service code 34 · EIN 86-2075029 | Direct payment from the plan; Valuati... | $18,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,312 | $95,880+58.9% | $107,525+41.7% | $85,563+78.0% |
| Participation rate | 98.2% | 70.1%+28.1pp | 75.1%+23.1pp | 66.0%+32.2pp |
| Annual return | 45.03% | 68.06%-23.0pp | 181.32%-136.3pp | 31.51%+13.5pp |
| Employer contribution / active EE | $821 | $3,812-78.5% | $3,754-78.1% | $2,654-69.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $96 | $1,025-90.6% | $8,919-98.9% | $834-88.5% |