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.
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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,050 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $22,000 |
BFBA, LLP1 year Service code 10 · EIN 68-0000424 | Accounting | $10,740 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,005 | $70,428+54.8% | $96,562+12.9% | $85,850+27.0% |
| Participation rate | 89.1% | 61.8%+27.3pp | 69.8%+19.3pp | 69.3%+19.8pp |
| Annual return | 26.68% | 18.59%+8.1pp | 37.78%-11.1pp | 318.53%-291.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,290 | $2,894-20.9% | $3,849-40.5% | $3,952-42.1% |
| Admin fee / account holder | $542 | $4,997-89.1% | $6,181-91.2% | $6,260-91.3% |