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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $330,669 |
MONETA GROUP LLC1 year Filed as: MONETA INVESTMENT ADV Service code 27 · EIN 20-1903821 | Advisory (Plan) | $87,332 |
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 | $62,406 | $176,491-64.6% | $95,952-35.0% | $90,288-30.9% |
| Participation rate | 96.6% | 86.6%+10.1pp | 77.1%+19.6pp | 73.4%+23.3pp |
| Annual return | 13.71% | 20.14%-6.4pp | 91.61%-77.9pp | 53.97%-40.3pp |
| Employer contribution / active EE | $1,480 | $2,789-46.9% | $2,541-41.7% | $2,524-41.4% |
| Participant deferral / active EE | $2,907 | $5,340-45.6% | $4,167-30.2% | $4,232-31.3% |
| Admin fee / account holder | $151 | $154-2.1% | $6,795-97.8% | $114+32.2% |