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 | $16,862 |
S B H U LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 | Other Services | $10,633 |
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 | $30,747 | $46,732-34.2% | $156,549-80.4% | $55,167-44.3% |
| Participation rate | 39.9% | 65.8%-25.9pp | 84.0%-44.1pp | 69.0%-29.1pp |
| Annual return | 10.96% | 17.72%-6.8pp | 32.23%-21.3pp | 169.23%-158.3pp |
| Employer contribution / active EE | $524 | $2,105-75.1% | $5,501-90.5% | $1,963-73.3% |
| Participant deferral / active EE | $1,124 | $2,204-49.0% | $4,871-76.9% | $3,054-63.2% |
| Admin fee / account holder | $194 | $418-53.7% | $13,027-98.5% | $504-61.5% |