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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,026 |
S B H U LIFE AGENCY INC6+ years Service code 49 · EIN 13-2896238 | Other Services | $19,707 |
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 | $36,581 | $58,879-37.9% | $178,490-79.5% | $73,488-50.2% |
| Participation rate | 59.8% | 66.2%-6.4pp | 81.9%-22.1pp | 70.7%-10.9pp |
| Annual return | 18.42% | 24.86%-6.4pp | 151.07%-132.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $943 | $2,236-57.8% | $5,011-81.2% | $2,270-58.5% |
| Participant deferral / active EE | $2,019 | $2,567-21.4% | $5,202-61.2% | $3,740-46.0% |
| Admin fee / account holder | $219 | $400-45.2% | $13,984-98.4% | $513-57.2% |