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 8-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,515 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,941 | $66,124-80.4% | $90,404-85.7% | $73,488-82.4% |
| Participation rate | 86.5% | 69.7%+16.9pp | 72.7%+13.9pp | 70.7%+15.9pp |
| Annual return | 15.96% | 17.65%-1.7pp | 1293.02%-1277.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $506 | $2,346-78.4% | $3,262-84.5% | $2,270-77.7% |
| Participant deferral / active EE | $1,691 | $3,039-44.4% | $3,963-57.3% | $3,740-54.8% |
| Admin fee / account holder | $43 | $396-89.2% | $5,611-99.2% | $513-91.7% |