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 SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,314 |
ASSOCIATED PENSION CONSULTANTS8+ years Service code 13 | Contract Administrator | $5,050 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,268 |
Filed as: ASSOCIATED PENSION CONSULTANT Service code 13 · EIN 11-3271022 | Contract Administrator | $1,085 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,194 | $65,435+10.3% | $86,677-16.7% | $66,914+7.9% |
| Participation rate | 59.4% | 75.5%-16.0pp | 76.6%-17.2pp | 69.8%-10.4pp |
| Annual return | -16.33% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $576 | $2,153-73.3% | $2,836-79.7% | $2,544-77.4% |
| Participant deferral / active EE | $7,177 | $4,100+75.0% | $4,656+54.2% | $4,237+69.4% |
| Admin fee / account holder | $35 | $642-94.6% | $7,493-99.5% | $593-94.2% |