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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,185 |
S B H U LIFE AGENCY INC9+ years Service code 49 · EIN 13-2896238 | Other Services | $25,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,164 | $61,272-19.8% | $149,673-67.2% | $71,457-31.2% |
| Participation rate | 54.8% | 62.5%-7.7pp | 78.8%-23.9pp | 67.9%-13.1pp |
| Annual return | 17.10% | 35.85%-18.8pp | 134.42%-117.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,243 | $2,378-47.8% | $4,818-74.2% | $2,588-52.0% |
| Participant deferral / active EE | $2,755 | $2,917-5.6% | $5,680-51.5% | $4,289-35.8% |
| Admin fee / account holder | $343 | $1,261-72.8% | $13,210-97.4% | $1,587-78.4% |