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 | $134,961 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 | Advisory (Plan) | $67,114 |
Filed as: MATTHEWS, CARTER & BOYCE Service code 10 · EIN 54-1487262 | Accounting | $20,000 |
Service code 49 · EIN 13-3601506 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 22033 | Other Services | $17,640 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
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 | $214,506 | $91,407+134.7% | $135,903+57.8% | $71,457+200.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.93% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $16,220 | $3,703+338.0% | $4,856+234.0% | $2,588+526.8% |
| Participant deferral / active EE | $17,297 | $7,092+143.9% | $7,758+123.0% | $4,289+303.3% |
| Admin fee / account holder | $671 | $1,266-47.0% | $10,762-93.8% | $1,587-57.7% |