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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,201 |
Filed as: O N EQUITY SALES CO Service code 49 · EIN 31-0742113 | Other Services | $26,324 |
Service code 49 · EIN 32-0071428 | Other Services | $0 |
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 | $91,436 | $73,360+24.6% | $177,989-48.6% | $74,495+22.7% |
| Participation rate | 97.9% | 66.6%+31.3pp | 77.1%+20.8pp | 67.2%+30.7pp |
| Annual return | 14.38% | 17.49%-3.1pp | 294.48%-280.1pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,565 | $2,216+60.8% | $3,949-9.7% | $2,623+35.9% |
| Participant deferral / active EE | $5,377 | $4,513+19.1% | $6,276-14.3% | $4,346+23.7% |
| Admin fee / account holder | $380 | $1,808-79.0% | $10,363-96.3% | $1,942-80.4% |