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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $11,882 |
Filed as: NORTHWESTERN MUTUAL INVEST SERV Service code 49 | Other Services | $1,548 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,859 | $63,299-5.4% | $91,001-34.2% | $62,292-3.9% |
| Participation rate | 34.1% | 73.3%-39.2pp | 75.6%-41.5pp | 69.5%-35.4pp |
| Annual return | 15.41% | 20.99%-5.6pp | 4.60%+10.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $773 | $2,943-73.7% | $3,547-78.2% | $3,169-75.6% |
| Admin fee / account holder | $233 | $468-50.2% | $5,417-95.7% | $479-51.4% |