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 | $171,183 |
Service code 27 · EIN 87-3100347 | Advisory (Plan) | $54,155 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PENSION Service code 13 | Contract Administrator | $51,048 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $350 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,404 | $50,815-6.7% | $155,509-69.5% | $77,643-38.9% |
| Participation rate | 79.8% | 63.1%+16.7pp | 78.2%+1.6pp | 70.6%+9.2pp |
| Annual return | 13.67% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $553 | $1,993-72.2% | $4,672-88.2% | $2,726-79.7% |
| Participant deferral / active EE | $3,755 | $2,822+33.1% | $5,626-33.2% | $4,647-19.2% |
| Admin fee / account holder | $226 | $437-48.2% | $15,912-98.6% | $430-47.4% |