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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,989 |
S B H U LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 | Other Services | $1,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,766 | $53,925-65.2% | $75,670-75.2% | $69,631-73.0% |
| Participation rate | 69.9% | 71.2%-1.3pp | 72.3%-2.5pp | 70.7%-0.8pp |
| Annual return | 19.82% | 17.84%+2.0pp | 27.34%-7.5pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,013 | $1,802-43.8% | $2,352-56.9% | $2,032-50.1% |
| Participant deferral / active EE | $2,056 | $2,569-20.0% | $3,142-34.6% | $3,224-36.2% |
| Admin fee / account holder | $143 | $97+47.7% | $5,800-97.5% | $110+29.9% |