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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,380 |
TRIAD ADVISORS INC1 year Service code 49 · EIN 65-0173164 | Other Services | $41,997 |
HUDSON CISNE & CO LLP3+ years Service code 10 · EIN 71-0650689 | Accounting | $11,000 |
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 | $19,598 | $33,780-42.0% | $74,550-73.7% | $75,289-74.0% |
| Participation rate | 88.1% | 62.7%+25.5pp | 69.1%+19.0pp | 72.4%+15.7pp |
| Annual return | -0.37% | -1.24%+0.9pp | 32.53%-32.9pp | -0.04%-0.3pp |
| Employer contribution / active EE | $633 | $845-25.1% | $1,961-67.7% | $2,405-73.7% |
| Participant deferral / active EE | $1,983 | $1,890+4.9% | $3,108-36.2% | $3,739-47.0% |
| Admin fee / account holder | $38 | $86-55.8% | $5,060-99.2% | $102-62.7% |