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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $6,345 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,016 |
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 | $56,264 | $60,165-6.5% | $74,183-24.2% | $55,167+2.0% |
| Participation rate | 96.0% | 74.2%+21.9pp | 76.6%+19.4pp | 69.0%+27.0pp |
| Annual return | 7.54% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,120 | $1,600+95.0% | $2,370+31.6% | $1,963+59.0% |
| Participant deferral / active EE | $3,943 | $2,973+32.6% | $3,550+11.1% | $3,054+29.1% |
| Admin fee / account holder | $9 | $419-97.9% | $5,586-99.8% | $504-98.2% |