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 9-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,327 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $24,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,558 | $31,370-66.3% | $74,583-85.8% | $63,975-83.5% |
| Participation rate | 51.7% | 42.6%+9.1pp | 68.1%-16.4pp | 71.1%-19.4pp |
| Annual return | 6.20% | -105.16%+111.4pp | 20.47%-14.3pp | 48.65%-42.5pp |
| Employer contribution / active EE | $88 | $822-89.3% | $2,525-96.5% | $2,182-96.0% |
| Participant deferral / active EE | $376 | $1,560-75.9% | $3,458-89.1% | $3,356-88.8% |
| Admin fee / account holder | $18 | $77-75.9% | $4,138-99.6% | $70-73.8% |