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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $248,680 |
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $87,309 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $13,850 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,313 | $107,459-53.2% | $135,903-63.0% | $80,160-37.2% |
| Participation rate | 95.2% | 78.0%+17.2pp | 81.9%+13.3pp | 72.9%+22.3pp |
| Annual return | 17.14% | 91.91%-74.8pp | 68.23%-51.1pp | 40.38%-23.2pp |
| Employer contribution / active EE | $3,278 | $3,877-15.5% | $4,856-32.5% | $2,978+10.1% |
| Participant deferral / active EE | $4,405 | $8,195-46.2% | $7,758-43.2% | $5,017-12.2% |
| Admin fee / account holder | $203 | $127+59.5% | $10,762-98.1% | $145+39.7% |