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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 |
|---|---|---|
KROESE1+ years Service code 10 · EIN 42-1277139 | Accounting | $10,600 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $8,876 |
ESI EQUITY1+ years Filed as: ESI Service code 34 · EIN 39-1763393 | Direct payment from the plan; Valuati... | $7,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,132 | $72,177-33.3% | $115,037-58.2% | $59,632-19.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.17% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $3,950 | $2,841+39.0% | $4,608-14.3% | $2,203+79.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $193 | $4,927-96.1% | $8,175-97.6% | $4,297-95.5% |