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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,895 |
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $1,072 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,483 | $50,106-75.1% | $70,014-82.2% | $57,658-78.3% |
| Participation rate | 73.2% | 70.9%+2.4pp | 71.8%+1.4pp | 70.2%+3.0pp |
| Annual return | 7.87% | 14.58%-6.7pp | 12.99%-5.1pp | 5.13%+2.7pp |
| Employer contribution / active EE | $985 | $1,739-43.4% | $2,338-57.9% | $1,974-50.1% |
| Participant deferral / active EE | $1,928 | $2,486-22.4% | $2,931-34.2% | $3,061-37.0% |
| Admin fee / account holder | $135 | $89+51.8% | $4,380-96.9% | $95+43.2% |