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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,597 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,828 | $62,928-70.1% | $172,739-89.1% | $67,579-72.1% |
| Participation rate | 69.7% | 64.5%+5.2pp | 82.6%-12.9pp | 71.3%-1.6pp |
| Annual return | 24.99% | 30.36%-5.4pp | 802.84%-777.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,223 | $1,636-25.3% | $5,143-76.2% | $2,148-43.1% |
| Participant deferral / active EE | $1,609 | $2,145-25.0% | $5,198-69.0% | $3,539-54.5% |
| Admin fee / account holder | $146 | $167-12.5% | $13,954-99.0% | $142+2.5% |