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 10-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,451 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,702 | $55,453-48.2% | $170,442-83.2% | $62,292-53.9% |
| Participation rate | 54.0% | 66.4%-12.3pp | 83.6%-29.6pp | 69.5%-15.5pp |
| Annual return | 13.23% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,101 | $2,303-52.2% | $4,939-77.7% | $3,169-65.3% |
| Admin fee / account holder | $152 | $455-66.6% | $13,880-98.9% | $479-68.3% |