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 | $75,905 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $61,694 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,133 | $86,897-60.7% | $151,611-77.5% | $64,808-47.3% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.5%+10.2pp | 71.5%+26.2pp |
| Annual return | -16.06% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $373 | $4,010-90.7% | $6,166-94.0% | $2,506-85.1% |
| Participant deferral / active EE | $4,310 | $6,690-35.6% | $8,363-48.5% | $4,3100% |
| Admin fee / account holder | $180 | $153+17.9% | $11,616-98.4% | $188-4.0% |