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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $101,726 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,967 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,831 | $89,436-9.6% | $164,813-51.0% | $77,643+4.1% |
| Participation rate | 97.1% | 78.6%+18.5pp | 78.6%+18.5pp | 70.6%+26.6pp |
| Annual return | 16.28% | 28.83%-12.5pp | 69.93%-53.6pp | 31.24%-15.0pp |
| Employer contribution / active EE | $3,266 | $2,569+27.2% | $4,341-24.8% | $2,726+19.8% |
| Participant deferral / active EE | $6,182 | $4,897+26.2% | $6,031+2.5% | $4,647+33.0% |
| Admin fee / account holder | $512 | $339+50.8% | $12,690-96.0% | $430+18.9% |