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 | $116,226 |
TRG INVESTMENT ADVISORS, LLC3 years Service code 27 · EIN 03-0215988 | Advisory (Plan) | $42,314 |
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 | $35,318 | $50,815-30.5% | $155,509-77.3% | $77,643-54.5% |
| Participation rate | 97.9% | 63.1%+34.8pp | 78.2%+19.7pp | 70.6%+27.3pp |
| Annual return | 14.29% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,505 | $1,993-24.5% | $4,672-67.8% | $2,726-44.8% |
| Participant deferral / active EE | $2,486 | $2,822-11.9% | $5,626-55.8% | $4,647-46.5% |
| Admin fee / account holder | $179 | $437-59.1% | $15,912-98.9% | $430-58.5% |