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 | $49,077 |
UBS FINANCIAL SERVICES INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $21,661 |
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 | $93,090 | $71,802+29.6% | $133,980-30.5% | $57,658+61.5% |
| Participation rate | 92.0% | 85.5%+6.5pp | 87.1%+4.9pp | 70.2%+21.7pp |
| Annual return | 9.24% | 13.51%-4.3pp | 29.30%-20.1pp | 5.13%+4.1pp |
| Employer contribution / active EE | $4,709 | $3,161+48.9% | $5,211-9.6% | $1,974+138.6% |
| Participant deferral / active EE | $7,460 | $4,606+62.0% | $6,282+18.8% | $3,061+143.8% |
| Admin fee / account holder | $98 | $88+11.5% | $9,324-99.0% | $95+3.4% |