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 | $205,214 |
UBS FINANCIAL SERVICES INC5+ years Service code 49 · EIN 51-0120742 | Other Services | $74,673 |
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 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 | $88,064 | $73,404+20.0% | $87,100+1.1% | $67,579+30.3% |
| Participation rate | 96.4% | 80.9%+15.5pp | 76.9%+19.5pp | 71.3%+25.1pp |
| Annual return | 23.56% | 48.29%-24.7pp | 28.19%-4.6pp | 378.56%-355.0pp |
| Employer contribution / active EE | $4,684 | $2,014+132.6% | $2,521+85.8% | $2,148+118.1% |
| Participant deferral / active EE | $7,773 | $3,913+98.7% | $4,049+92.0% | $3,539+119.6% |
| Admin fee / account holder | $449 | $142+217.1% | $7,497-94.0% | $142+215.6% |