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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,283 |
Filed as: INNOVEST PORTFOLIO SOL Service code 27 · EIN 84-1612955 | Advisory (Plan) | $39,368 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $19,834 |
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 | $114,549 | $91,517+25.2% | $101,248+13.1% | $73,409+56.0% |
| Participation rate | 94.9% | 73.8%+21.1pp | 75.8%+19.1pp | 72.2%+22.7pp |
| Annual return | 16.10% | 17.17%-1.1pp | 46.47%-30.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,325 | $2,877-19.2% | $3,660-36.5% | $2,234+4.1% |
| Participant deferral / active EE | $8,143 | $3,338+143.9% | $4,370+86.3% | $3,805+114.0% |
| Admin fee / account holder | $285 | $216+31.9% | $5,945-95.2% | $158+80.3% |