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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,297 |
ROSALINE MENDOZA CPA PA1 year Service code 10 · EIN 27-1323021 | Accounting | $16,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,379 | $29,548-61.5% | $56,411-79.8% | $77,643-85.3% |
| Participation rate | 53.7% | 32.7%+21.0pp | 52.5%+1.2pp | 70.6%-16.9pp |
| Annual return | 17.31% | 19.01%-1.7pp | 1701.33%-1684.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $615 | $568+8.4% | $1,039-40.7% | $2,726-77.4% |
| Participant deferral / active EE | $1,487 | $1,061+40.2% | $1,952-23.8% | $4,647-68.0% |
| Admin fee / account holder | $127 | $1,046-87.8% | $2,829-95.5% | $430-70.5% |