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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,823 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,449 |
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 | $22,527 | $73,867-69.5% | $143,757-84.3% | $68,494-67.1% |
| Participation rate | 41.9% | 66.7%-24.8pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -13.47% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,192 | $3,384-64.8% | $5,637-78.8% | $4,027-70.4% |
| Admin fee / account holder | $323 | $5,755-94.4% | $14,673-97.8% | $5,403-94.0% |