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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,011 |
Service code 49 · EIN 74-2794194 | Other Services | $21,171 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $10,017 |
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 | $217,493 | $89,652+142.6% | $141,162+54.1% | $65,185+233.7% |
| Participation rate | 99.2% | 74.7%+24.5pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 21.66% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $5,402 | $3,065+76.3% | $4,735+14.1% | $2,177+148.2% |
| Participant deferral / active EE | $7,927 | $5,691+39.3% | $6,709+18.2% | $3,514+125.6% |
| Admin fee / account holder | $686 | $569+20.7% | $10,261-93.3% | $847-19.0% |