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 | $81,608 |
PCF INSURANCE SERVICES OF THE WEST1 year Service code 49 · EIN 82-1368960 | Other Services | $22,715 |
PETER C FOY & ASSOCIATES INSURANCE8+ years Service code 49 · EIN 95-4281021 | Other Services | $9,112 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,099 | $47,722-32.7% | $82,719-61.2% | $64,808-50.5% |
| Participation rate | 83.6% | 67.6%+16.0pp | 72.6%+11.1pp | 71.5%+12.2pp |
| Annual return | -16.70% | -13.05%-3.6pp | 701.18%-717.9pp | 32.82%-49.5pp |
| Employer contribution / active EE | $439 | $2,179-79.9% | $3,009-85.4% | $2,506-82.5% |
| Participant deferral / active EE | $1,863 | $3,329-44.0% | $4,395-57.6% | $4,310-56.8% |
| Admin fee / account holder | $135 | $143-5.8% | $5,329-97.5% | $188-28.3% |