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 | $49,690 |
1ST SOURCE BANK1 year Filed as: 1ST GLOBAL INSURANCE SERVICES INC Service code 49 | Other Services | $17,371 |
1ST GLOBAL1 year Service code 49 · EIN 75-2439940 | Other Services | $0 |
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 | $51,857 | $49,138+5.5% | $84,015-38.3% | $65,185-20.4% |
| Participation rate | 82.9% | 60.7%+22.2pp | 69.0%+13.9pp | 70.2%+12.7pp |
| Annual return | 18.47% | 23.00%-4.5pp | 71.31%-52.8pp | 29.38%-10.9pp |
| Employer contribution / active EE | $935 | $914+2.4% | $1,983-52.8% | $2,177-57.0% |
| Participant deferral / active EE | $2,509 | $2,397+4.7% | $3,239-22.5% | $3,514-28.6% |
| Admin fee / account holder | $255 | $543-53.0% | $6,101-95.8% | $847-69.8% |