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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,245 |
S B H U LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 | Other Services | $2,223 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,853 | $50,666-50.9% | $76,817-67.6% | $65,185-61.9% |
| Participation rate | 88.2% | 68.8%+19.4pp | 72.1%+16.1pp | 70.2%+18.0pp |
| Annual return | 19.47% | 28.51%-9.0pp | 1166.11%-1146.6pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,368 | $1,575-13.2% | $2,302-40.6% | $2,177-37.2% |
| Participant deferral / active EE | $3,093 | $2,647+16.8% | $3,336-7.3% | $3,514-12.0% |
| Admin fee / account holder | $185 | $463-60.1% | $6,420-97.1% | $847-78.2% |