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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,146 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $1,187 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,031 | $89,739-16.4% | $149,718-49.9% | $62,292+20.5% |
| Participation rate | 88.0% | 85.1%+2.9pp | 87.1%+0.9pp | 69.5%+18.5pp |
| Annual return | 21.15% | 21.01%+0.1pp | 1501.63%-1480.5pp | 28.90%-7.7pp |
| Employer contribution / active EE | $1,663 | $3,233-48.6% | $5,445-69.5% | $2,042-18.6% |
| Participant deferral / active EE | $4,165 | $4,797-13.2% | $6,569-36.6% | $3,169+31.4% |
| Admin fee / account holder | $49 | $551-91.0% | $11,283-99.6% | $479-89.7% |