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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS. CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $14,934 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST LLC Service code 13 PO BOX 24628 · KNOXIVILLE, TN 37933 | Contract Administrator | $5,140 |
Service code 27 4745 W 135TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $2,500 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $702 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,443 | $55,415-70.3% | $155,509-89.4% | $74,495-77.9% |
| Participation rate | 91.1% | 61.9%+29.2pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 11.79% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $987 | $2,267-56.4% | $4,672-78.9% | $2,623-62.4% |
| Participant deferral / active EE | $2,841 | $2,836+0.2% | $5,626-49.5% | $4,346-34.6% |
| Admin fee / account holder | $150 | $1,738-91.4% | $15,912-99.1% | $1,942-92.3% |