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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,505 |
Service code 49 · EIN 74-2794194 | Other Services | $28,248 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $6,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,321 | $101,317-1.0% | $146,958-31.7% | $74,495+34.7% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.7pp |
| Annual return | 11.95% | 8730.91%-8719.0pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,860 | $3,810+1.3% | $4,933-21.8% | $2,623+47.1% |
| Participant deferral / active EE | $5,561 | $7,303-23.9% | $8,070-31.1% | $4,346+28.0% |
| Admin fee / account holder | $332 | $1,739-80.9% | $12,998-97.4% | $1,942-82.9% |