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 8-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,223 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $13,439 |
SOMERSET CPAS3 years Service code 10 · EIN 20-1717681 | Accounting | $10,300 |
KCOE ISOM, LLP5+ years Filed as: KCOE ISOM LLP Service code 13 · EIN 48-0567703 | Contract Administrator | $8,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,305 | $44,642+70.9% | $91,220-16.4% | $66,914+14.0% |
| Participation rate | 81.8% | 64.9%+16.9pp | 73.2%+8.6pp | 69.8%+12.0pp |
| Annual return | -13.89% | -12.29%-1.6pp | 114.01%-127.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,111 | $1,706+23.7% | $2,850-25.9% | $2,544-17.0% |
| Participant deferral / active EE | $4,200 | $3,349+25.4% | $4,234-0.8% | $4,237-0.9% |
| Admin fee / account holder | $403 | $521-22.7% | $5,420-92.6% | $593-32.1% |