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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,316 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $20,905 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $12,915 |
PINION, LLC2 years Service code 13 · EIN 48-0567703 | Contract Administrator | $9,536 |
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 | $98,531 | $58,926+67.2% | $97,226+1.3% | $74,495+32.3% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.2%+15.6pp |
| Annual return | 12.80% | 16.04%-3.2pp | 75.13%-62.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,389 | $1,894+26.1% | $2,729-12.4% | $2,623-8.9% |
| Participant deferral / active EE | $4,797 | $3,664+30.9% | $4,264+12.5% | $4,346+10.4% |
| Admin fee / account holder | $484 | $1,974-75.5% | $5,654-91.4% | $1,942-75.1% |