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 | $15,542 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $690 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $72,137 | $66,124+9.1% | $90,404-20.2% | $73,488-1.8% |
| Participation rate | 67.9% | 69.7%-1.8pp | 72.7%-4.8pp | 70.7%-2.8pp |
| Annual return | 16.00% | 17.65%-1.7pp | 1293.02%-1277.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $860 | $2,346-63.4% | $3,262-73.7% | $2,270-62.1% |
| Participant deferral / active EE | $6,719 | $3,039+121.1% | $3,963+69.5% | $3,740+79.7% |
| Admin fee / account holder | $6 | $396-98.5% | $5,611-99.9% | $513-98.8% |