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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,088 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $70,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,863 | $93,182+83.4% | $146,665+16.5% | $79,386+115.2% |
| Participation rate | 84.6% | 76.4%+8.2pp | 80.1%+4.5pp | 70.7%+13.9pp |
| Annual return | 15.75% | 21.61%-5.9pp | 22.74%-7.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $767 | $2,420-68.3% | $4,136-81.5% | $2,427-68.4% |
| Participant deferral / active EE | $6,793 | $4,169+62.9% | $5,506+23.4% | $4,046+67.9% |
| Admin fee / account holder | $650 | $585+11.1% | $10,280-93.7% | $626+3.8% |