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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.
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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, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL Service code 27 · EIN 38-1357951 | Advisory (Plan) | $43,503 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,167 |
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 | $143,308 | $80,753+77.5% | $136,294+5.1% | $62,292+130.1% |
| Participation rate | 97.1% | 73.5%+23.6pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 17.50% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $6,652 | $2,884+130.7% | $4,695+41.7% | $2,042+225.7% |
| Participant deferral / active EE | $8,361 | $5,164+61.9% | $6,247+33.8% | $3,169+163.8% |
| Admin fee / account holder | $557 | $525+6.0% | $9,243-94.0% | $479+16.2% |