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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,954 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,628 | $66,098+14.4% | $101,794-25.7% | $74,304+1.8% |
| Participation rate | 78.5% | 53.8%+24.7pp | 69.2%+9.3pp | 60.3%+18.1pp |
| Annual return | 16.22% | 19.59%-3.4pp | 30.53%-14.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,476 | $1,082+36.5% | $2,289-35.5% | $2,241-34.1% |
| Participant deferral / active EE | $5,598 | $2,781+101.3% | $4,084+37.1% | $3,767+48.6% |
| Admin fee / account holder | $349 | $4,146-91.6% | $8,777-96.0% | $2,969-88.2% |