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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,748 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $21,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,686 | $54,350+122.1% | $82,719+45.9% | $68,494+76.2% |
| Participation rate | 98.9% | 63.9%+35.0pp | 72.6%+26.4pp | 67.9%+31.1pp |
| Annual return | -11.81% | -13.67%+1.9pp | 701.18%-713.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $4,621 | $2,218+108.3% | $3,009+53.6% | $2,596+78.0% |
| Participant deferral / active EE | $7,046 | $3,246+117.1% | $4,395+60.3% | $4,027+74.9% |
| Admin fee / account holder | $337 | $4,395-92.3% | $5,329-93.7% | $5,403-93.8% |