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 7-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 | $32,546 |
SIGNATURE ESTATE & INVESTMENT5+ years Filed as: SIGNATURE ESTATE & INVESTMT ADVISOR Service code 27 · EIN 95-4806910 | Advisory (Plan) | $16,679 |
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 | $31,717 | $93,571-66.1% | $135,903-76.7% | $75,163-57.8% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 16.84% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,975 | $3,537-44.1% | $4,856-59.3% | $2,670-26.0% |
| Participant deferral / active EE | $11,623 | $6,404+81.5% | $7,758+49.8% | $4,125+181.8% |
| Admin fee / account holder | $417 | $6,975-94.0% | $10,762-96.1% | $5,651-92.6% |