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 | $313,069 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $143,225 |
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 | $114,748 | $72,254+58.8% | $86,677+32.4% | $64,808+77.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.6%+16.7pp | 71.5%+21.8pp |
| Annual return | -16.30% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $5,486 | $2,393+129.3% | $2,836+93.4% | $2,506+118.9% |
| Participant deferral / active EE | $9,140 | $4,658+96.2% | $4,656+96.3% | $4,310+112.1% |
| Admin fee / account holder | $639 | $174+267.4% | $7,493-91.5% | $188+240.2% |