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 | $59,483 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 | Other Services | $13,838 |
PBMARES, LLP5 years Service code 49 · EIN 54-0737372 | Other Services | $6,917 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,049 | $81,248+95.8% | $155,509+2.3% | $80,856+96.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.72% | 33.31%-20.6pp | 64.67%-51.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,772 | $3,100+86.2% | $4,672+23.5% | $2,755+109.5% |
| Participant deferral / active EE | $7,208 | $3,452+108.8% | $5,626+28.1% | $4,296+67.8% |
| Admin fee / account holder | $376 | $7,997-95.3% | $15,912-97.6% | $6,918-94.6% |