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 |
|---|---|---|
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $48,715 |
Filed as: THE STANDARD INSURANCE COMPANY Service code 12 · EIN 93-0242990 P.O. BOX 711 · PORTLAND, OR 97207 | Claims processing; Custodial (other t... | $8,104 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $2,440 |
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 | $95,976 | $98,982-3.0% | $162,163-40.8% | $65,185+47.2% |
| Participation rate | 97.3% | 85.8%+11.5pp | 87.6%+9.8pp | 70.2%+27.1pp |
| Annual return | 22.74% | 24.84%-2.1pp | 115.59%-92.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,368 | $3,467-60.5% | $5,614-75.6% | $2,177-37.2% |
| Participant deferral / active EE | $6,424 | $5,384+19.3% | $7,298-12.0% | $3,514+82.8% |
| Admin fee / account holder | $16 | $596-97.2% | $10,843-99.8% | $847-98.1% |