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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,519 |
STIFEL NICOLAUS & CO INC1 year Service code 49 · EIN 43-0538770 | Other Services | $1,160 |
MAY & COMPANY LLP5+ years Filed as: MAY, KAREN L. Service code 49 5980 S MAIN ST STE 100 · CLARKSTON, MI 483462377 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $34,816 | $74,347-53.2% | $93,606-62.8% | $67,579-48.5% |
| Participation rate | 96.4% | 80.6%+15.8pp | 75.8%+20.6pp | 71.3%+25.2pp |
| Annual return | 22.25% | 28.07%-5.8pp | 32.76%-10.5pp | 378.56%-356.3pp |
| Employer contribution / active EE | $722 | $2,583-72.0% | $2,718-73.4% | $2,148-66.4% |
| Participant deferral / active EE | $3,193 | $4,060-21.4% | $4,069-21.5% | $3,539-9.8% |
| Admin fee / account holder | $176 | $123+43.8% | $7,888-97.8% | $142+24.0% |