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 LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $14,741 |
Filed as: ASSOCIATED PENSION CONSULTNATS Service code 13 · EIN 11-3271022 | Contract Administrator | $11,151 |
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 | $27,465 | $65,061-57.8% | $143,757-80.9% | $66,914-59.0% |
| Participation rate | 84.1% | 65.2%+18.9pp | 80.3%+3.8pp | 69.8%+14.3pp |
| Annual return | -11.93% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $3,183 | $2,361+34.8% | $4,951-35.7% | $2,544+25.1% |
| Participant deferral / active EE | $2,625 | $2,919-10.1% | $5,637-53.4% | $4,237-38.0% |
| Admin fee / account holder | $133 | $502-73.6% | $14,673-99.1% | $593-77.7% |