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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.
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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 | $41,864 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,532 |
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $1,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,899 | $79,171-16.8% | $102,423-35.7% | $74,495-11.5% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.7pp | 67.2%+17.0pp |
| Annual return | 11.09% | 54.93%-43.8pp | 29.32%-18.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,921 | $2,362-18.7% | $3,023-36.5% | $2,623-26.8% |
| Participant deferral / active EE | $4,338 | $4,415-1.7% | $5,053-14.1% | $4,346-0.2% |
| Admin fee / account holder | $307 | $2,001-84.7% | $9,451-96.8% | $1,942-84.2% |