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 6-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 | $32,499 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $7,729 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,160 | $125,758-83.2% | $169,993-87.6% | $75,163-71.8% |
| Participation rate | 68.1% | 83.6%-15.5pp | 87.0%-18.9pp | 67.2%+0.9pp |
| Annual return | 17.60% | 27.20%-9.6pp | 53.37%-35.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,551 | $4,615-66.4% | $6,785-77.1% | $2,670-41.9% |
| Participant deferral / active EE | $8,120 | $6,837+18.8% | $10,408-22.0% | $4,125+96.8% |
| Admin fee / account holder | $232 | $8,173-97.2% | $12,815-98.2% | $5,651-95.9% |