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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,400 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $7,447 |
Service code 49 · EIN 74-2794194 | Other Services | $4,787 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,453 | $49,138-19.7% | $84,015-53.0% | $65,185-39.5% |
| Participation rate | 80.9% | 60.7%+20.1pp | 69.0%+11.8pp | 70.2%+10.7pp |
| Annual return | 22.19% | 23.00%-0.8pp | 71.31%-49.1pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,022 | $914+121.3% | $1,983+1.9% | $2,177-7.1% |
| Participant deferral / active EE | $2,625 | $2,397+9.5% | $3,239-19.0% | $3,514-25.3% |
| Admin fee / account holder | $154 | $543-71.6% | $6,101-97.5% | $847-81.8% |