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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $202,207 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,332 |
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 | $167,942 | $81,537+106.0% | $149,718+12.2% | $69,631+141.2% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 16.13% | 22.79%-6.7pp | 1501.63%-1485.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $6,051 | $3,239+86.8% | $5,445+11.1% | $2,032+197.7% |
| Participant deferral / active EE | $7,694 | $4,994+54.1% | $6,569+17.1% | $3,224+138.7% |
| Admin fee / account holder | $244 | $107+128.6% | $11,283-97.8% | $110+121.2% |