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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,068 |
SILVERSTONE ASSET MANAGEMENT INC4+ years Service code 27 | Advisory (Plan) | $12,723 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,024 | $55,415-44.0% | $155,509-80.1% | $74,495-58.4% |
| Participation rate | 88.5% | 61.9%+26.6pp | 78.2%+10.3pp | 67.2%+21.3pp |
| Annual return | 11.56% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,875 | $2,267-17.3% | $4,672-59.9% | $2,623-28.5% |
| Participant deferral / active EE | $1,075 | $2,836-62.1% | $5,626-80.9% | $4,346-75.3% |
| Admin fee / account holder | $206 | $1,738-88.2% | $15,912-98.7% | $1,942-89.4% |