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 | $130,611 |
BAIRD INSURANCE SERVICES INC6 years Service code 49 · EIN 39-1236032 | Other Services | $43,855 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $20,888 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,586 | $89,436+22.5% | $164,813-33.5% | $77,643+41.1% |
| Participation rate | 98.1% | 78.6%+19.5pp | 78.6%+19.5pp | 70.6%+27.6pp |
| Annual return | 17.37% | 28.83%-11.5pp | 69.93%-52.6pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,729 | $2,569+6.2% | $4,341-37.1% | $2,726+0.1% |
| Participant deferral / active EE | $6,566 | $4,897+34.1% | $6,031+8.9% | $4,647+41.3% |
| Admin fee / account holder | $283 | $339-16.5% | $12,690-97.8% | $430-34.2% |