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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,098 |
SIGMA FINANCIAL CORPORATION3 years Service code 49 · EIN 38-2472555 | Other Services | $8,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,617 | $63,745-44.1% | $98,442-63.8% | $79,386-55.1% |
| Participation rate | 50.0% | 69.9%-19.9pp | 73.3%-23.3pp | 70.7%-20.7pp |
| Annual return | 17.41% | 625.80%-608.4pp | 1492.73%-1475.3pp | 116.85%-99.4pp |
| Employer contribution / active EE | $578 | $2,557-77.4% | $2,960-80.5% | $2,427-76.2% |
| Participant deferral / active EE | $2,088 | $3,303-36.8% | $4,276-51.2% | $4,046-48.4% |
| Admin fee / account holder | $92 | $516-82.1% | $5,949-98.5% | $626-85.3% |