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 9-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 COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $32,980 |
THE MANDMARBLESTONE GROUP LLC1+ years Service code 49 · EIN 20-4780677 | Other Services | $7,561 |
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 | $96,262 | $71,192+35.2% | $117,854-18.3% | $62,292+54.5% |
| Participation rate | 95.4% | 74.2%+21.1pp | 79.7%+15.7pp | 69.5%+25.9pp |
| Annual return | 0.00% | 18.66%-18.7pp | 335.08%-335.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,782 | $1,934-7.9% | $3,786-52.9% | $2,042-12.7% |
| Participant deferral / active EE | $5,682 | $3,189+78.2% | $4,482+26.8% | $3,169+79.3% |
| Admin fee / account holder | $236 | $587-59.9% | $8,020-97.1% | $479-50.9% |