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 | $171,209 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $75,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,838 | $122,693-52.0% | $184,203-68.1% | $199,593-70.5% |
| Participation rate | 86.4% | 86.8%-0.4pp | 86.8%-0.4pp | 72.0%+14.4pp |
| Annual return | 16.38% | 143.91%-127.5pp | 28.81%-12.4pp | 34.25%-17.9pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $6,706 | $7,990-16.1% | $9,131-26.6% | $5,087+31.8% |
| Admin fee / account holder | $160 | $121+32.4% | $13,901-98.9% | $269-40.6% |