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 9-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $216,850 |
BENESYS, INC.8 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $55,771 |
BPA OF WI A BENESYS COMPANY4 years Service code 15 · EIN 39-1400101 | Recordkeeping | $48,493 |
THE PREVIANT LAW FIRM, S.C.8 years Service code 27 · EIN 39-1211596 | Advisory (Plan) | $33,169 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $32,015 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $24,267 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $190,213-100.0% | $22,885-100.0% | $190,213-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | - | 56.0%-56.0pp |
| Annual return | 9.42% | 9.63%-0.2pp | 7.68%+1.7pp | 9.63%-0.2pp |
| Employer contribution / active EE | $8,595 | $14,607-41.2% | $14,873-42.2% | $14,607-41.2% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $0 | $822-100.0% | $2,111-100.0% | $822-100.0% |