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 | $381,071 |
Filed as: INTELLICENTS INVESTMENTS SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $96,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,102 | $110,299-34.6% | $102,423-29.6% | $199,593-63.9% |
| Participation rate | 97.4% | 86.3%+11.1pp | 76.5%+20.9pp | 72.0%+25.4pp |
| Annual return | 13.69% | 35.73%-22.0pp | 29.32%-15.6pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,911 | $3,603-47.0% | $3,023-36.8% | $3,034-37.0% |
| Participant deferral / active EE | $3,911 | $6,376-38.7% | $5,053-22.6% | $5,087-23.1% |
| Admin fee / account holder | $151 | $122+23.9% | $9,451-98.4% | $269-43.7% |