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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,740 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL Service code 27 · EIN 38-1357951 | Advisory (Plan) | $36,431 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,224 |
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 | $201,008 | $99,957+101.1% | $149,696+34.3% | $73,488+173.5% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.5%+14.0pp | 70.7%+25.8pp |
| Annual return | 16.92% | 53.87%-36.9pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $6,860 | $3,191+115.0% | $4,644+47.7% | $2,270+202.2% |
| Participant deferral / active EE | $8,859 | $6,073+45.9% | $6,842+29.5% | $3,740+136.9% |
| Admin fee / account holder | $621 | $551+12.7% | $9,309-93.3% | $513+21.0% |