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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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,412 |
RAINSBERGER WEALTH ADVISORS2+ years Service code 27 · EIN 48-1090544 | Advisory (Plan) | $10,380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,697 | $36,916-73.7% | $156,549-93.8% | $57,658-83.2% |
| Participation rate | 90.1% | 63.4%+26.6pp | 84.0%+6.1pp | 70.2%+19.8pp |
| Annual return | 7.30% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $910 | $1,571-42.0% | $5,501-83.5% | $1,974-53.9% |
| Participant deferral / active EE | $1,609 | $1,926-16.5% | $4,871-67.0% | $3,061-47.4% |
| Admin fee / account holder | $74 | $82-10.3% | $13,027-99.4% | $95-21.7% |