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 | $71,724 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $25,968 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $2,969 |
Filed as: PRINCIPAL SECURITIES INC. Service code 17 · EIN 42-0941553 | Pension Consulting | $2,969 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $91,393 | $62,327+46.6% | $120,354-24.1% | $74,495+22.7% |
| Participation rate | 97.4% | 56.8%+40.7pp | 71.9%+25.5pp | 67.2%+30.2pp |
| Annual return | 11.69% | 18.61%-6.9pp | 107.15%-95.5pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,956 | $1,843+6.1% | $3,463-43.5% | $2,623-25.4% |
| Participant deferral / active EE | $5,140 | $2,893+77.7% | $4,991+3.0% | $4,346+18.3% |
| Admin fee / account holder | $317 | $2,396-86.8% | $9,423-96.6% | $1,942-83.7% |