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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $243,410 |
REGIONS BANK6 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $103,726 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $20,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,888 | $58,644+152.2% | $177,989-16.9% | $199,593-25.9% |
| Participation rate | 64.1% | 65.5%-1.4pp | 77.1%-13.0pp | 72.0%-7.9pp |
| Annual return | 24.37% | 19.25%+5.1pp | 294.48%-270.1pp | 34.25%-9.9pp |
| Employer contribution / active EE | $3,158 | $1,801+75.3% | $3,949-20.0% | $3,034+4.1% |
| Participant deferral / active EE | $7,220 | $4,248+70.0% | $6,276+15.0% | $5,087+41.9% |
| Admin fee / account holder | $357 | $145+145.8% | $10,363-96.6% | $269+32.9% |