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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,625 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 37-8601187 | Advisory (Plan) | $26,000 |
FERRIS BUSSHER & ZWIER1 year Service code 10 · EIN 38-2302123 | Accounting | $9,350 |
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 | $179,829 | $93,131+93.1% | $106,548+68.8% | $86,799+107.2% |
| Participation rate | 97.2% | 81.4%+15.8pp | 76.1%+21.1pp | 72.3%+24.9pp |
| Annual return | 12.70% | 19.45%-6.7pp | 26.80%-14.1pp | 97.91%-85.2pp |
| Employer contribution / active EE | $2,753 | $2,895-4.9% | $2,819-2.3% | $2,405+14.5% |
| Participant deferral / active EE | $4,598 | $4,708-2.3% | $4,398+4.6% | $4,131+11.3% |
| Admin fee / account holder | $336 | $145+131.3% | $7,407-95.5% | $170+97.9% |