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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,610 |
MONETA GROUP LLC1+ years Filed as: MONETA GROUP INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $77,113 |
Employer contribution per participant 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 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 | $36,670 | $71,957-49.0% | $67,652-45.8% | $59,188-38.0% |
| Participation rate | 95.3% | 82.7%+12.7pp | 75.7%+19.7pp | 69.4%+25.9pp |
| Annual return | -0.44% | 8.53%-9.0pp | 6625.04%-6625.5pp | 5.51%-5.9pp |
| Employer contribution / active EE | $598 | $2,432-75.4% | $2,266-73.6% | $2,098-71.5% |
| Participant deferral / active EE | $1,998 | $4,211-52.5% | $3,560-43.9% | $3,265-38.8% |
| Admin fee / account holder | $65 | $64+1.0% | $4,821-98.7% | $92-29.7% |