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 9-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 | $35,813 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,043 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,174 | $55,415-14.9% | $155,509-69.7% | $74,495-36.7% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 12.80% | 268.50%-255.7pp | 64.67%-51.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,232 | $2,267-1.6% | $4,672-52.2% | $2,623-14.9% |
| Participant deferral / active EE | $2,116 | $2,836-25.4% | $5,626-62.4% | $4,346-51.3% |
| Admin fee / account holder | $207 | $1,738-88.1% | $15,912-98.7% | $1,942-89.3% |