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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,473 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $56,300 |
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 | $70,078 | $104,317-32.8% | $159,436-56.0% | $86,799-19.3% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.8%+16.5pp | 72.3%+27.0pp |
| Annual return | 35.96% | 26.32%+9.6pp | 263.57%-227.6pp | 97.91%-61.9pp |
| Employer contribution / active EE | $2,239 | $3,451-35.1% | $4,829-53.6% | $2,405-6.9% |
| Participant deferral / active EE | $6,264 | $6,837-8.4% | $7,352-14.8% | $4,131+51.6% |
| Admin fee / account holder | $190 | $172+10.3% | $10,799-98.2% | $170+12.0% |