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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,468 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,994 |
Service code 10 · EIN 45-4037800 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,140 | $82,978+14.7% | $129,995-26.8% | $71,457+33.1% |
| Participation rate | 84.2% | 74.1%+10.2pp | 78.5%+5.7pp | 67.9%+16.3pp |
| Annual return | 18.70% | 20.60%-1.9pp | -137.18%+155.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,023 | $2,622-61.0% | $4,320-76.3% | $2,588-60.5% |
| Participant deferral / active EE | $5,147 | $4,432+16.1% | $5,820-11.6% | $4,289+20.0% |
| Admin fee / account holder | $363 | $1,729-79.0% | $10,614-96.6% | $1,587-77.1% |