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 | $295,039 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,000 |
NAVELLIER & ASSOCIATES INC3 years Service code 26 · EIN 88-0240393 | Advisory (Participants) | $27,090 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,754 | $123,077+21.7% | $116,228+28.8% | $102,872+45.6% |
| Participation rate | 95.6% | 87.0%+8.6pp | 74.6%+21.0pp | 73.0%+22.5pp |
| Annual return | 15.35% | 15.84%-0.5pp | 90.06%-74.7pp | 19.06%-3.7pp |
| Employer contribution / active EE | $5,081 | $4,380+16.0% | $2,994+69.7% | $3,526+44.1% |
| Participant deferral / active EE | $7,086 | $6,746+5.1% | $4,953+43.1% | $5,535+28.0% |
| Admin fee / account holder | $246 | $115+113.3% | $11,989-97.9% | $292-15.8% |