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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 27 · EIN 26-3521867 | Advisory (Plan) | $24,694 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,536 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,419 | $73,360-24.5% | $177,989-68.9% | $74,495-25.6% |
| Participation rate | 97.9% | 66.6%+31.3pp | 77.1%+20.8pp | 67.2%+30.7pp |
| Annual return | 18.14% | 17.49%+0.7pp | 294.48%-276.3pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $2,857 | $2,216+28.9% | $3,949-27.7% | $2,623+8.9% |
| Participant deferral / active EE | $11,880 | $4,513+163.2% | $6,276+89.3% | $4,346+173.4% |
| Admin fee / account holder | $298 | $1,808-83.5% | $10,363-97.1% | $1,942-84.6% |