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 | $99,784 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,932 | $91,762-38.0% | $67,502-15.7% | $77,643-26.7% |
| Participation rate | 75.7% | 75.9%-0.2pp | 72.9%+2.9pp | 70.6%+5.2pp |
| Annual return | 12.13% | 14.87%-2.7pp | 3512.12%-3500.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,028 | $3,181-67.7% | $2,731-62.4% | $2,726-62.3% |
| Participant deferral / active EE | $2,353 | $3,903-39.7% | $4,000-41.2% | $4,647-49.4% |
| Admin fee / account holder | $262 | $176+49.0% | $3,998-93.4% | $430-39.1% |