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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,751 |
Filed as: BROOKLIGHT PLACE SECURITIES, INC. Service code 49 · EIN 36-3317130 | Other Services | $20,630 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,233 | $104,475-73.0% | $159,436-82.3% | $79,386-64.4% |
| Participation rate | 94.0% | 76.6%+17.4pp | 82.8%+11.2pp | 70.7%+23.3pp |
| Annual return | 16.38% | 67.95%-51.6pp | 263.57%-247.2pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,144 | $3,417-37.3% | $4,829-55.6% | $2,427-11.7% |
| Participant deferral / active EE | $3,528 | $6,467-45.4% | $7,352-52.0% | $4,046-12.8% |
| Admin fee / account holder | $223 | $711-68.7% | $10,799-97.9% | $626-64.4% |