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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,775 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,559 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,862 | $37,039-65.3% | $147,614-91.3% | $59,188-78.3% |
| Participation rate | 79.2% | 63.8%+15.5pp | 84.6%-5.4pp | 69.4%+9.8pp |
| Annual return | -0.63% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.1pp |
| Employer contribution / active EE | $320 | $1,353-76.3% | $5,564-94.2% | $2,098-84.7% |
| Participant deferral / active EE | $1,241 | $2,094-40.7% | $4,895-74.7% | $3,265-62.0% |
| Admin fee / account holder | $30 | $60-50.4% | $11,611-99.7% | $92-67.6% |