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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,759 |
ALLIANCE BENEFIT GROUP6 years Service code 13 | Contract Administrator | $54,125 |
CETERA ADVISOR NETWORKS LLC11+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $50,979 |
ALLIANCE BENEFIT GROUP11+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,969 | $142,424+37.6% | $100,534+94.9% | $74,304+163.7% |
| Participation rate | 98.3% | 79.6%+18.7pp | 80.6%+17.7pp | 60.3%+37.9pp |
| Annual return | 13.47% | 27.53%-14.1pp | 32.66%-19.2pp | 29.43%-16.0pp |
| Employer contribution / active EE | $5,520 | $5,555-0.6% | $4,346+27.0% | $2,241+146.3% |
| Participant deferral / active EE | $7,307 | $8,247-11.4% | $6,144+18.9% | $3,767+94.0% |
| Admin fee / account holder | $655 | $1,986-67.0% | $7,654-91.4% | $2,969-78.0% |