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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,784 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,126 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037959 | Other Services | $1,642 |
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 | $46,536 | $76,050-38.8% | $96,544-51.8% | $71,457-34.9% |
| Participation rate | 67.2% | 74.4%-7.2pp | 76.0%-8.7pp | 67.9%-0.7pp |
| Annual return | 15.89% | 22.81%-6.9pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,202 | $2,244-46.4% | $2,965-59.5% | $2,588-53.5% |
| Participant deferral / active EE | $2,368 | $4,215-43.8% | $4,851-51.2% | $4,289-44.8% |
| Admin fee / account holder | $233 | $2,707-91.4% | $8,252-97.2% | $1,587-85.3% |