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 6-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 | $487,206 |
FRANK PENSION CONSULTANTS, LTD.6+ years Service code 13 · EIN 45-3569850 | Contract Administrator | $97,832 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $63,191 |
CASSELL PLAN AUDITS5 years Filed as: CASSELL PLAN AUDITS, INC. Service code 49 · EIN 46-2966358 | Other Services | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,172 | $57,610+13.1% | $154,803-57.9% | $102,872-36.6% |
| Participation rate | 100.0% | 59.5%+40.5pp | 78.1%+21.9pp | 73.0%+27.0pp |
| Annual return | 19.42% | 30.49%-11.1pp | 58.88%-39.5pp | 19.06%+0.4pp |
| Employer contribution / active EE | $2,657 | $1,883+41.1% | $4,305-38.3% | $3,526-24.6% |
| Participant deferral / active EE | $5,824 | $2,914+99.8% | $5,540+5.1% | $5,535+5.2% |
| Admin fee / account holder | $68 | $368-81.6% | $14,329-99.5% | $292-76.9% |