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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $177,863 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $61,825 |
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 | $26,507 | $40,385-34.4% | $80,569-67.1% | $74,419-64.4% |
| Participation rate | 98.7% | 47.4%+51.2pp | 67.0%+31.7pp | 70.7%+27.9pp |
| Annual return | 17.56% | 164.85%-147.3pp | 935.43%-917.9pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,448 | $1,496-3.2% | $2,723-46.8% | $2,637-45.1% |
| Participant deferral / active EE | $3,718 | $2,674+39.0% | $4,447-16.4% | $4,528-17.9% |
| Admin fee / account holder | $168 | $720-76.7% | $5,377-96.9% | $348-51.8% |