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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,012 |
S B H U LIFE AGENCY INC3+ years Service code 49 · EIN 13-2896238 | Other Services | $13,602 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,593 | $55,453-52.0% | $170,442-84.4% | $62,292-57.3% |
| Participation rate | 62.9% | 66.4%-3.5pp | 83.6%-20.7pp | 69.5%-6.7pp |
| Annual return | 15.71% | 21.38%-5.7pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $636 | $2,164-70.6% | $5,433-88.3% | $2,042-68.9% |
| Participant deferral / active EE | $1,317 | $2,303-42.8% | $4,939-73.3% | $3,169-58.5% |
| Admin fee / account holder | $175 | $455-61.6% | $13,880-98.7% | $479-63.6% |