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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,137 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,432 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037959 | Other Services | $1,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,809 | $65,435-43.7% | $86,677-57.5% | $66,914-45.0% |
| Participation rate | 62.9% | 75.5%-12.5pp | 76.6%-13.6pp | 69.8%-6.9pp |
| Annual return | -16.14% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,446 | $2,153-32.8% | $2,836-49.0% | $2,544-43.2% |
| Participant deferral / active EE | $2,760 | $4,100-32.7% | $4,656-40.7% | $4,237-34.9% |
| Admin fee / account holder | $249 | $642-61.1% | $7,493-96.7% | $593-58.0% |