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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,691 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $17,920 |
Filed as: CBIZ SOMERSET Service code 10 · EIN 22-2769024 | Accounting | $10,600 |
PINION, LLC1 year Service code 13 · EIN 48-0567703 | Contract Administrator | $8,242 |
TBS AGENCY INC1 year Service code 49 | Other Services | $2,146 |
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 | $91,435 | $51,315+78.2% | $95,745-4.5% | $71,457+28.0% |
| Participation rate | 80.9% | 63.0%+17.9pp | 72.3%+8.7pp | 67.9%+13.0pp |
| Annual return | 15.10% | 25.26%-10.2pp | 28.35%-13.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,292 | $1,819+26.0% | $2,835-19.1% | $2,588-11.4% |
| Participant deferral / active EE | $4,425 | $3,358+31.8% | $4,245+4.2% | $4,289+3.2% |
| Admin fee / account holder | $440 | $1,137-61.3% | $5,678-92.3% | $1,587-72.3% |