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 | $119,391 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,071 |
BURDETTE SMITH & BISH LLC2 years Service code 10 · EIN 45-4037800 | Accounting | $15,000 |
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 | $109,880 | $88,083+24.7% | $164,813-33.3% | $74,495+47.5% |
| Participation rate | 94.4% | 73.0%+21.3pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 14.50% | 17.26%-2.8pp | 69.93%-55.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,225 | $2,593-52.8% | $4,341-71.8% | $2,623-53.3% |
| Participant deferral / active EE | $4,563 | $4,498+1.5% | $6,031-24.3% | $4,346+5.0% |
| Admin fee / account holder | $415 | $2,234-81.4% | $12,690-96.7% | $1,942-78.7% |