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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.
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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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,828 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,898 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $6,884 |
KCOE ISOM, LLP1+ years Filed as: KCOE ISOM LLP Service code 13 | Contract Administrator | $4,673 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,756 | $45,825+45.7% | $90,645-26.4% | $56,287+18.6% |
| Participation rate | 91.8% | 66.7%+25.1pp | 74.0%+17.8pp | 69.9%+21.9pp |
| Annual return | 92.71% | 38.64%+54.1pp | 1.88%+90.8pp | -9.96%+102.7pp |
| Employer contribution / active EE | $1,993 | $1,372+45.3% | $2,532-21.3% | $2,111-5.6% |
| Participant deferral / active EE | $4,016 | $2,562+56.7% | $3,425+17.3% | $3,350+19.9% |
| Admin fee / account holder | $321 | $413-22.3% | $4,994-93.6% | $521-38.5% |