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 COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $38,820 |
THE MANDMARBLESTONE GROUP LLC2+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $7,768 |
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 | $101,021 | $66,302+52.4% | $110,238-8.4% | $56,287+79.5% |
| Participation rate | 92.9% | 74.9%+18.0pp | 79.8%+13.1pp | 69.9%+23.1pp |
| Annual return | 1.59% | -1.18%+2.8pp | 314.74%-313.1pp | -9.96%+11.5pp |
| Employer contribution / active EE | $1,791 | $2,047-12.5% | $3,826-53.2% | $2,111-15.2% |
| Participant deferral / active EE | $6,305 | $3,381+86.5% | $4,672+35.0% | $3,350+88.2% |
| Admin fee / account holder | $290 | $698-58.5% | $8,547-96.6% | $521-44.3% |