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 |
|---|---|---|
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN FINANCIAL Service code 27 · EIN 38-1357951 | Advisory (Plan) | $38,832 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,918 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,153 | $75,183+74.4% | $123,892+5.9% | $55,167+137.7% |
| Participation rate | 89.2% | 72.8%+16.4pp | 81.4%+7.8pp | 69.0%+20.2pp |
| Annual return | 7.99% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $6,225 | $2,823+120.5% | $4,617+34.8% | $1,963+217.2% |
| Participant deferral / active EE | $7,991 | $5,084+57.2% | $5,984+33.5% | $3,054+161.7% |
| Admin fee / account holder | $547 | $663-17.4% | $8,357-93.5% | $504+8.6% |