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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,989 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $39,983 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $183,394 | $95,880+91.3% | $107,525+70.6% | $85,563+114.3% |
| Participation rate | 94.4% | 70.1%+24.3pp | 75.1%+19.4pp | 66.0%+28.5pp |
| Annual return | 14.20% | 68.06%-53.9pp | 181.32%-167.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $1,285 | $3,812-66.3% | $3,754-65.8% | $2,654-51.6% |
| Participant deferral / active EE | $11,594 | $4,201+176.0% | $5,116+126.6% | $4,375+165.0% |
| Admin fee / account holder | $254 | $1,025-75.3% | $8,919-97.2% | $834-69.6% |