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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 9-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,250 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $63,625 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $10,699 |
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 | $182,352 | $86,897+109.8% | $151,611+20.3% | $64,808+181.4% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.5%+10.2pp | 71.5%+26.2pp |
| Annual return | -16.51% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $5,321 | $4,010+32.7% | $6,166-13.7% | $2,506+112.3% |
| Participant deferral / active EE | $10,649 | $6,690+59.2% | $8,363+27.3% | $4,310+147.1% |
| Admin fee / account holder | $242 | $153+58.1% | $11,616-97.9% | $188+28.8% |