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 | $80,337 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,943 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $22,584 |
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 | $226,818 | $101,317+123.9% | $146,958+54.3% | $74,495+204.5% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 15.68% | 8730.91%-8715.2pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $5,009 | $3,810+31.5% | $4,933+1.5% | $2,623+91.0% |
| Participant deferral / active EE | $14,051 | $7,303+92.4% | $8,070+74.1% | $4,346+223.3% |
| Admin fee / account holder | $457 | $1,739-73.7% | $12,998-96.5% | $1,942-76.5% |