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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 | $37,001 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $25,558 |
GLASER AND COMPANY LLC1 year Filed as: GLASER & COMPANY, CPAS Service code 10 · EIN 20-5788602 | Accounting | $6,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,091 | $86,944+16.3% | $107,525-6.0% | $74,304+36.1% |
| Participation rate | 94.1% | 59.6%+34.6pp | 75.1%+19.0pp | 60.3%+33.8pp |
| Annual return | 12.00% | 23.52%-11.5pp | 181.32%-169.3pp | 29.43%-17.4pp |
| Employer contribution / active EE | $3,761 | $2,757+36.4% | $3,754+0.2% | $2,241+67.8% |
| Participant deferral / active EE | $5,370 | $3,554+51.1% | $5,116+5.0% | $3,767+42.6% |
| Admin fee / account holder | $501 | $3,727-86.6% | $8,919-94.4% | $2,969-83.1% |