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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.
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $314,919 |
PON NORTH AMERICA1 year Filed as: PON NORTH AMERICA INC Service code 10 · EIN 13-3921166 | Accounting | $13,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | 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 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 | $58,349 | $117,734-50.4% | $115,752-49.6% | $77,958-25.2% |
| Participation rate | 84.3% | 82.0%+2.3pp | 77.8%+6.6pp | 71.6%+12.7pp |
| Annual return | 23.14% | 17.65%+5.5pp | 19.41%+3.7pp | 20.87%+2.3pp |
| Employer contribution / active EE | $1,145 | $2,736-58.1% | $3,492-67.2% | $2,310-50.4% |
| Participant deferral / active EE | $3,285 | $4,435-25.9% | $5,204-36.9% | $3,537-7.1% |
| Admin fee / account holder | $106 | $75+41.6% | $6,278-98.3% | $97+9.0% |