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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,018 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,248 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,263 | $56,503-39.4% | $70,092-51.1% | $64,808-47.1% |
| Participation rate | 97.8% | 70.5%+27.3pp | 70.5%+27.3pp | 71.5%+26.3pp |
| Annual return | -0.32% | -13.44%+13.1pp | 190.73%-191.1pp | 32.82%-33.1pp |
| Employer contribution / active EE | $3,425 | $2,046+67.4% | $2,559+33.9% | $2,506+36.7% |
| Participant deferral / active EE | $5,323 | $3,389+57.0% | $3,849+38.3% | $4,310+23.5% |
| Admin fee / account holder | $144 | $160-10.3% | $6,267-97.7% | $188-23.4% |