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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $10,351 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,374 | $50,637+7.4% | $86,590-37.2% | $62,292-12.7% |
| Participation rate | 68.2% | 67.9%+0.3pp | 73.5%-5.4pp | 69.5%-1.3pp |
| Annual return | 16.22% | 20.80%-4.6pp | 964.84%-948.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,773 | $2,075-14.5% | $2,839-37.5% | $2,042-13.2% |
| Participant deferral / active EE | $4,778 | $2,611+83.0% | $3,609+32.4% | $3,169+50.8% |
| Admin fee / account holder | $9 | $413-97.8% | $4,906-99.8% | $479-98.1% |