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 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $102,019 |
PSI ADVISORS LLC7 years Service code 27 · EIN 81-4230782 | Advisory (Plan) | $27,901 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,689 |
Filed as: JANET A. PANEBIANCO, CPA,PLLC Service code 49 | Other Services | $11,120 |
Service code 49 · EIN 71-1039549 3937 TAMPA RD · OLDSMAR, FL 33467 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,890 | $88,083+6.6% | $164,813-43.0% | $74,495+26.0% |
| Participation rate | 76.1% | 73.0%+3.0pp | 78.6%-2.5pp | 67.2%+8.9pp |
| Annual return | 13.63% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,249 | $2,593-13.3% | $4,341-48.2% | $2,623-14.2% |
| Participant deferral / active EE | $4,394 | $4,498-2.3% | $6,031-27.1% | $4,346+1.1% |
| Admin fee / account holder | $400 | $2,234-82.1% | $12,690-96.8% | $1,942-79.4% |