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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $229,706 |
SIKICH LLP6 years Filed as: SIKICH, LLP Service code 49 · EIN 36-3168081 | Other Services | $21,700 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,052 | $44,897+4.8% | $84,966-44.6% | $199,593-76.4% |
| Participation rate | 61.8% | 45.7%+16.1pp | 67.5%-5.7pp | 72.0%-10.2pp |
| Annual return | 13.88% | 20.96%-7.1pp | 66.38%-52.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,186 | $1,365-13.2% | $2,727-56.5% | $3,034-60.9% |
| Participant deferral / active EE | $3,647 | $2,668+36.7% | $4,519-19.3% | $5,087-28.3% |
| Admin fee / account holder | $133 | $584-77.2% | $6,149-97.8% | $269-50.5% |