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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.
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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $289,143 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,293 | $140,190-26.3% | $115,756-10.8% | $77,904+32.6% |
| Participation rate | 0.0% | 81.0%-81.0pp | 77.1%-77.1pp | 73.7%-73.7pp |
| Annual return | -95.72% | -13.46%-82.3pp | 143.14%-238.9pp | 12.21%-107.9pp |
| Employer contribution / active EE | $1,689 | $3,169-46.7% | $3,793-55.5% | $2,848-40.7% |
| Participant deferral / active EE | $4,274 | $5,401-20.9% | $6,254-31.7% | $4,806-11.1% |
| Admin fee / account holder | $6,884 | $138+4873.0% | $8,124-15.3% | $133+5094.4% |