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 | $51,978 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $11,503 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $80,907 | $109,881-26.4% | $150,045-46.1% | $84,808-4.6% |
| Participation rate | 70.9% | 76.1%-5.2pp | 82.3%-11.4pp | 68.3%+2.6pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,344 | $3,561-34.2% | $4,693-50.1% | $2,631-10.9% |
| Participant deferral / active EE | $5,323 | $6,636-19.8% | $7,997-33.4% | $4,212+26.4% |
| Admin fee / account holder | $369 | $8,568-95.7% | $13,435-97.3% | $7,344-95.0% |