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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.
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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 | $54,429 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,878 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $116,424 | $65,561+77.6% | $91,541+27.2% | $74,304+56.7% |
| Participation rate | 78.4% | 56.6%+21.8pp | 69.8%+8.7pp | 60.3%+18.1pp |
| Annual return | 15.54% | 17.68%-2.1pp | 20.50%-5.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,964 | $1,717+14.4% | $2,505-21.6% | $2,241-12.3% |
| Participant deferral / active EE | $7,116 | $2,918+143.9% | $4,008+77.6% | $3,767+88.9% |
| Admin fee / account holder | $509 | $3,333-84.7% | $6,956-92.7% | $2,969-82.9% |