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 8-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,824 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,234 |
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 | $25,574 | $47,922-46.6% | $75,886-66.3% | $65,185-60.8% |
| Participation rate | 96.3% | 63.0%+33.3pp | 69.3%+27.0pp | 70.2%+26.1pp |
| Annual return | 21.37% | 24.12%-2.7pp | 30.76%-9.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,204 | $1,557+41.5% | $2,500-11.9% | $2,177+1.2% |
| Participant deferral / active EE | $3,923 | $2,550+53.8% | $3,603+8.9% | $3,514+11.7% |
| Admin fee / account holder | $220 | $532-58.5% | $5,418-95.9% | $847-74.0% |