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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,701 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,495 |
REISER, JENNINGS & CO., P.C.10+ years Service code 13 · EIN 42-0955680 | Contract Administrator | $13,365 |
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 | $149,853 | $78,485+90.9% | $106,213+41.1% | $74,495+101.2% |
| Participation rate | 84.5% | 72.8%+11.7pp | 75.3%+9.3pp | 67.2%+17.3pp |
| Annual return | 18.63% | 15.95%+2.7pp | 116.14%-97.5pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $4,982 | $2,523+97.5% | $3,171+57.1% | $2,623+89.9% |
| Participant deferral / active EE | $4,441 | $4,322+2.7% | $5,016-11.5% | $4,346+2.2% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |