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 | $146,089 |
Service code 49 · EIN 51-6041053 | Other Services | $38,477 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,968 | $55,416+28.1% | $75,972-6.6% | $77,643-8.6% |
| Participation rate | 97.1% | 63.6%+33.5pp | 69.1%+28.0pp | 70.6%+26.5pp |
| Annual return | 18.84% | 17.07%+1.8pp | 359.55%-340.7pp | 31.24%-12.4pp |
| Employer contribution / active EE | $4,406 | $1,788+146.5% | $2,685+64.1% | $2,726+61.6% |
| Participant deferral / active EE | $6,677 | $3,447+93.7% | $4,255+56.9% | $4,647+43.7% |
| Admin fee / account holder | $213 | $414-48.5% | $6,467-96.7% | $430-50.5% |