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 | $150,310 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $55,727 |
CORRIGAN KRAUSE1 year Service code 10 · EIN 76-0108866 | Accounting | $13,500 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,980 | $119,446-20.5% | $150,045-36.7% | $85,563+11.0% |
| Participation rate | 97.6% | 75.4%+22.2pp | 82.3%+15.3pp | 66.0%+31.6pp |
| Annual return | 16.41% | 23.72%-7.3pp | 62.55%-46.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $3,282 | $4,078-19.5% | $4,693-30.1% | $2,654+23.7% |
| Participant deferral / active EE | $8,797 | $7,985+10.2% | $7,997+10.0% | $4,375+101.1% |
| Admin fee / account holder | $360 | $548-34.2% | $13,435-97.3% | $834-56.8% |