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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,088 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $1,324 |
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 | $84,716 | $136,307-37.8% | $177,821-52.4% | $73,488+15.3% |
| Participation rate | 90.5% | 86.1%+4.4pp | 87.7%+2.8pp | 70.7%+19.8pp |
| Annual return | 12.51% | 18.68%-6.2pp | 48.32%-35.8pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,592 | $3,712-57.1% | $5,918-73.1% | $2,270-29.8% |
| Participant deferral / active EE | $4,200 | $5,829-27.9% | $7,714-45.5% | $3,740+12.3% |
| Admin fee / account holder | $45 | $596-92.5% | $12,427-99.6% | $513-91.3% |