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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,811 |
HUNTINGTON NATIONAL BANK1 year Service code 27 · EIN 31-0966785 | Advisory (Plan) | $12,471 |
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 | $41,157 | $58,879-30.1% | $178,490-76.9% | $73,488-44.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.64% | 24.86%-10.2pp | 151.07%-136.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,777 | $2,236-20.5% | $5,011-64.5% | $2,270-21.7% |
| Participant deferral / active EE | $1,737 | $2,567-32.3% | $5,202-66.6% | $3,740-53.5% |
| Admin fee / account holder | $217 | $400-45.9% | $13,984-98.5% | $513-57.8% |