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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,561 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $53,498 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,897 | $131,799-26.5% | $200,582-51.7% | $85,563+13.2% |
| Participation rate | 92.4% | 87.9%+4.5pp | 86.9%+5.5pp | 66.0%+26.4pp |
| Annual return | 16.58% | 21.59%-5.0pp | 42.33%-25.8pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,197 | $4,532-73.6% | $6,419-81.3% | $2,654-54.9% |
| Participant deferral / active EE | $8,744 | $7,702+13.5% | $9,331-6.3% | $4,375+99.8% |
| Admin fee / account holder | $270 | $235+14.8% | $16,305-98.3% | $834-67.7% |