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 5-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,114 | $41,078-80.2% | $80,569-89.9% | $71,457-88.6% |
| Participation rate | 78.9% | 50.2%+28.7pp | 67.0%+11.9pp | 67.9%+11.0pp |
| Annual return | 23.64% | 38.45%-14.8pp | 935.43%-911.8pp | 28.85%-5.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,361 | $2,699+24.5% | $4,447-24.4% | $4,289-21.6% |
| Admin fee / account holder | $88 | $1,840-95.2% | $5,377-98.4% | $1,587-94.5% |