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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $161,684 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $75,954 | $148,970-49.0% | $136,007-44.2% | $199,593-61.9% |
| Participation rate | 73.5% | 79.4%-5.8pp | 76.5%-2.9pp | 72.0%+1.6pp |
| Annual return | 50.04% | 27.07%+23.0pp | 579.32%-529.3pp | 34.25%+15.8pp |
| Employer contribution / active EE | $2,237 | $3,561-37.2% | $4,217-47.0% | $3,034-26.3% |
| Participant deferral / active EE | $5,588 | $6,140-9.0% | $7,025-20.5% | $5,087+9.9% |
| Admin fee / account holder | $104 | $144-27.6% | $6,858-98.5% | $269-61.2% |