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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,328 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $27,026 |
MORNINGSTAR4 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 | $57,399 | $87,870-34.7% | $113,168-49.3% | $74,304-22.8% |
| Participation rate | 96.5% | 70.7%+25.8pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 15.19% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $861 | $2,277-62.2% | $2,975-71.1% | $2,241-61.6% |
| Participant deferral / active EE | $4,266 | $4,241+0.6% | $5,107-16.5% | $3,767+13.2% |
| Admin fee / account holder | $302 | $3,368-91.0% | $12,068-97.5% | $2,969-89.8% |