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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,842 |
VALENTINE CPA3+ years Filed as: VALENTINE, CHALMERS P. Service code 49 PO BOX 772167 · MEMPHIS, TN 381772167 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,655 | $64,909-9.6% | $82,313-28.7% | $62,292-5.8% |
| Participation rate | 79.3% | 74.9%+4.4pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 15.24% | 21.18%-5.9pp | 25.88%-10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,740 | $1,676+3.8% | $2,428-28.4% | $2,042-14.8% |
| Participant deferral / active EE | $2,305 | $3,103-25.7% | $3,706-37.8% | $3,169-27.3% |
| Admin fee / account holder | $125 | $440-71.6% | $5,608-97.8% | $479-74.0% |