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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,188 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,068 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,798 | $42,353+5.8% | $79,550-43.7% | $64,808-30.9% |
| Participation rate | 87.3% | 64.8%+22.5pp | 69.5%+17.8pp | 71.5%+15.8pp |
| Annual return | -17.89% | -12.24%-5.7pp | 0.16%-18.1pp | 32.82%-50.7pp |
| Employer contribution / active EE | $648 | $1,181-45.1% | $2,413-73.1% | $2,506-74.1% |
| Participant deferral / active EE | $4,570 | $3,170+44.2% | $3,985+14.7% | $4,310+6.0% |
| Admin fee / account holder | $113 | $160-29.3% | $6,832-98.3% | $188-39.9% |