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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $242,521 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $42,500 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $6,045 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,340 | $122,693-54.9% | $184,203-70.0% | $199,593-72.3% |
| Participation rate | 91.7% | 86.8%+4.9pp | 86.8%+4.9pp | 72.0%+19.7pp |
| Annual return | 27.44% | 143.91%-116.5pp | 28.81%-1.4pp | 34.25%-6.8pp |
| Employer contribution / active EE | $2,405 | $4,584-47.5% | $6,427-62.6% | $3,034-20.7% |
| Participant deferral / active EE | $8,329 | $7,990+4.2% | $9,131-8.8% | $5,087+63.7% |
| Admin fee / account holder | $105 | $121-12.6% | $13,901-99.2% | $269-60.8% |