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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,370 |
HUNTINGTON NATIONAL BANK4 years Service code 27 · EIN 31-0966785 | Advisory (Plan) | $9,820 |
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 | $39,962 | $61,272-34.8% | $149,673-73.3% | $71,457-44.1% |
| Participation rate | 97.0% | 62.5%+34.5pp | 78.8%+18.3pp | 67.9%+29.1pp |
| Annual return | 16.63% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,036 | $2,378-14.4% | $4,818-57.7% | $2,588-21.3% |
| Participant deferral / active EE | $2,042 | $2,917-30.0% | $5,680-64.0% | $4,289-52.4% |
| Admin fee / account holder | $193 | $1,261-84.7% | $13,210-98.5% | $1,587-87.8% |