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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,598 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,355 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,918 | $58,778+24.1% | $129,207-43.6% | $77,643-6.1% |
| Participation rate | 96.5% | 59.2%+37.3pp | 69.6%+26.9pp | 70.6%+25.9pp |
| Annual return | 11.80% | 24.73%-12.9pp | 9417.33%-9405.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $3,700 | $1,952+89.5% | $4,153-10.9% | $2,726+35.7% |
| Participant deferral / active EE | $5,745 | $3,212+78.8% | $4,168+37.8% | $4,647+23.6% |
| Admin fee / account holder | $173 | $589-70.6% | $7,715-97.8% | $430-59.7% |