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 10-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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS INC Service code 13 · EIN 85-0402842 | Contract Administrator | $4,851 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,744 |
Filed as: NORTHWESTERN MUTUAL INVESTMET SERV Service code 49 · EIN 52-2114207 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,395 | $77,314-3.8% | $177,989-58.2% | $80,856-8.0% |
| Participation rate | 93.1% | 65.7%+27.4pp | 77.1%+16.0pp | 67.6%+25.5pp |
| Annual return | 13.73% | 18.09%-4.4pp | 294.48%-280.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,615 | $2,292-29.5% | $3,949-59.1% | $2,755-41.4% |
| Participant deferral / active EE | $9,686 | $4,411+119.6% | $6,276+54.3% | $4,296+125.5% |
| Admin fee / account holder | $132 | $7,191-98.2% | $10,363-98.7% | $6,918-98.1% |