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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.
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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL INSURANCE COMPA Service code 13 · EIN 42-0127290 | Contract Administrator | $38,322 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,417 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,114 | $50,127-67.9% | $149,673-89.2% | $80,160-79.9% |
| Participation rate | 12.5% | 64.3%-51.8pp | 78.8%-66.3pp | 72.9%-60.5pp |
| Annual return | 21.82% | 29.82%-8.0pp | 134.42%-112.6pp | 40.38%-18.6pp |
| Employer contribution / active EE | $273 | $1,865-85.4% | $4,818-94.3% | $2,978-90.8% |
| Participant deferral / active EE | $492 | $3,194-84.6% | $5,680-91.3% | $5,017-90.2% |
| Admin fee / account holder | $156 | $153+2.2% | $13,210-98.8% | $145+7.6% |