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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,729 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,920 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,266 | $117,025-50.2% | $91,541-36.4% | $85,563-31.9% |
| Participation rate | 81.3% | 64.2%+17.0pp | 69.8%+11.5pp | 66.0%+15.3pp |
| Annual return | 15.26% | 18.02%-2.8pp | 20.50%-5.2pp | 31.51%-16.3pp |
| Employer contribution / active EE | $596 | $2,120-71.9% | $2,505-76.2% | $2,654-77.6% |
| Participant deferral / active EE | $3,549 | $3,446+3.0% | $4,008-11.5% | $4,375-18.9% |
| Admin fee / account holder | $172 | $1,242-86.2% | $6,956-97.5% | $834-79.4% |