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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,446 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $33,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,356 | $72,607-45.8% | $90,749-56.6% | $66,914-41.2% |
| Participation rate | 94.3% | 73.7%+20.7pp | 75.7%+18.6pp | 69.8%+24.5pp |
| Annual return | -17.93% | -12.28%-5.6pp | -12.16%-5.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $850 | $2,369-64.1% | $2,921-70.9% | $2,544-66.6% |
| Participant deferral / active EE | $4,035 | $3,977+1.4% | $4,564-11.6% | $4,237-4.8% |
| Admin fee / account holder | $230 | $707-67.5% | $8,445-97.3% | $593-61.3% |