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 | $11,369 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $112,759 | $185,342-39.2% | $111,297+1.3% | $86,799+29.9% |
| Participation rate | 87.9% | 81.0%+6.9pp | 77.3%+10.6pp | 72.3%+15.6pp |
| Annual return | 15.17% | 500.80%-485.6pp | 54.65%-39.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,133 | $2,246-5.0% | $2,731-21.9% | $2,405-11.3% |
| Participant deferral / active EE | $3,790 | $4,458-15.0% | $4,487-15.5% | $4,131-8.3% |
| Admin fee / account holder | $28 | $255-89.2% | $7,964-99.7% | $170-83.8% |