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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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,471 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,077 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS 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 | $66,928 | $86,944-23.0% | $107,525-37.8% | $74,304-9.9% |
| Participation rate | 92.9% | 59.6%+33.3pp | 75.1%+17.8pp | 60.3%+32.5pp |
| Annual return | 13.90% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,223 | $3,554+18.8% | $5,116-17.5% | $3,767+12.1% |
| Admin fee / account holder | $334 | $3,727-91.0% | $8,919-96.3% | $2,969-88.8% |