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 | $117,833 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,116 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $11,000 |
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 | $50,226 | $78,419-36.0% | $133,956-62.5% | $73,409-31.6% |
| Participation rate | 95.1% | 78.6%+16.5pp | 79.8%+15.3pp | 72.2%+22.9pp |
| Annual return | 16.00% | 33.35%-17.4pp | 45.09%-29.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,409 | $2,044-31.0% | $3,919-64.0% | $2,234-36.9% |
| Participant deferral / active EE | $4,629 | $3,925+17.9% | $5,048-8.3% | $3,805+21.6% |
| Admin fee / account holder | $312 | $161+93.3% | $8,927-96.5% | $158+97.5% |