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 | $53,619 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 | Advisory (Plan) | $21,718 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 | Other Services | $5,101 |
Service code 49 · EIN 36-4389114 | Other Services | $0 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $60,173 | $55,790+7.9% | $76,817-21.7% | $67,579-11.0% |
| Participation rate | 44.1% | 71.1%-27.0pp | 72.1%-27.9pp | 71.3%-27.1pp |
| Annual return | 20.83% | 64.45%-43.6pp | 1166.11%-1145.3pp | 378.56%-357.7pp |
| Employer contribution / active EE | $564 | $1,810-68.9% | $2,302-75.5% | $2,148-73.8% |
| Participant deferral / active EE | $1,354 | $2,875-52.9% | $3,336-59.4% | $3,539-61.8% |
| Admin fee / account holder | $369 | $159+132.2% | $6,420-94.2% | $142+159.7% |