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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,553 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $15,374 |
Annual investment return 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 | $83,484 | $93,131-10.4% | $106,548-21.6% | $86,799-3.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 11.98% | 19.45%-7.5pp | 26.80%-14.8pp | 97.91%-85.9pp |
| Employer contribution / active EE | $3,697 | $2,895+27.7% | $2,819+31.1% | $2,405+53.7% |
| Participant deferral / active EE | $3,093 | $4,708-34.3% | $4,398-29.7% | $4,131-25.1% |
| Admin fee / account holder | $154 | $145+6.5% | $7,407-97.9% | $170-8.9% |