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 | $17,981 |
VALENTINE CPA5+ years Filed as: VALENTINE, CHALMERS P. Service code 49 PO BOX 772167 · MEMPHIS, TN 381772167 | Other Services | $1,539 |
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 | $50,201 | $65,376-23.2% | $87,100-42.4% | $65,185-23.0% |
| Participation rate | 83.7% | 75.3%+8.3pp | 76.9%+6.8pp | 70.2%+13.5pp |
| Annual return | 25.36% | 31.27%-5.9pp | 28.19%-2.8pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,903 | $1,822+4.4% | $2,521-24.5% | $2,177-12.6% |
| Participant deferral / active EE | $2,389 | $3,388-29.5% | $4,049-41.0% | $3,514-32.0% |
| Admin fee / account holder | $117 | $520-77.5% | $7,497-98.4% | $847-86.2% |