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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.
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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,786 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $3,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,089 | $86,929-25.1% | $102,423-36.5% | $80,856-19.5% |
| Participation rate | 90.3% | 72.4%+17.9pp | 76.5%+13.8pp | 67.6%+22.6pp |
| Annual return | 12.78% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,763 | $2,369-25.6% | $3,023-41.7% | $2,755-36.0% |
| Participant deferral / active EE | $5,418 | $4,118+31.6% | $5,053+7.2% | $4,296+26.1% |
| Admin fee / account holder | $429 | $8,049-94.7% | $9,451-95.5% | $6,918-93.8% |