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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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,684 |
J D RESLEY ASSOCIATES INC1+ years Service code 49 · EIN 35-1970909 | Other Services | $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).
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 | $18,212 | $37,117-50.9% | $147,614-87.7% | $55,191-67.0% |
| Participation rate | 43.0% | 63.6%-20.6pp | 84.6%-41.6pp | 69.2%-26.1pp |
| Annual return | 8.93% | 3.44%+5.5pp | 61.98%-53.1pp | 10.78%-1.9pp |
| Employer contribution / active EE | $416 | $1,620-74.3% | $5,564-92.5% | $1,899-78.1% |
| Participant deferral / active EE | $1,357 | $1,985-31.6% | $4,895-72.3% | $3,046-55.4% |
| Admin fee / account holder | $31 | $86-64.0% | $11,611-99.7% | $91-66.1% |