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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,410 |
MCGRATH NORTH2+ years Filed as: MCGRATH, GEORGE L. Service code 49 PO BOX 592 · LEWISTON, NY 140920592 | Other Services | $2,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,854 | $60,165+49.3% | $74,183+21.1% | $55,167+62.9% |
| Participation rate | 63.4% | 74.2%-10.8pp | 76.6%-13.2pp | 69.0%-5.6pp |
| Annual return | 7.77% | 10.00%-2.2pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,355 | $1,600-15.3% | $2,370-42.8% | $1,963-31.0% |
| Participant deferral / active EE | $2,312 | $2,973-22.2% | $3,550-34.9% | $3,054-24.3% |
| Admin fee / account holder | $123 | $419-70.6% | $5,586-97.8% | $504-75.6% |