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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,116 |
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $9,302 |
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 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 | $40,253 | $123,286-67.3% | $75,670-46.8% | $77,958-48.4% |
| Participation rate | 93.8% | 78.8%+15.0pp | 72.3%+21.4pp | 71.6%+22.1pp |
| Annual return | 13.42% | 20.45%-7.0pp | 27.34%-13.9pp | 20.87%-7.4pp |
| Employer contribution / active EE | $1,137 | $2,035-44.1% | $2,352-51.7% | $2,310-50.8% |
| Participant deferral / active EE | $3,020 | $3,095-2.4% | $3,142-3.9% | $3,537-14.6% |
| Admin fee / account holder | $28 | $144-80.5% | $5,800-99.5% | $97-71.1% |