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 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 COMPANY7+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $21,116 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 49 | Other Services | $10,134 |
ADVANCED PLAN DESIGNS, LLC5 years Filed as: ADVANCED PLAN DESIGNS Service code 13 · EIN 45-1665651 620 W. REPUBLIC · SPRINGFIELD, MO 65807 | Contract Administrator | $7,984 |
SECURITIES AMERICA INC6 years Service code 49 · EIN 11-2551174 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,055 | $65,061-78.4% | $143,757-90.2% | $66,914-79.0% |
| Participation rate | 66.7% | 65.2%+1.5pp | 80.3%-13.6pp | 69.8%-3.1pp |
| Annual return | -16.45% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,664 | $2,361-29.5% | $4,951-66.4% | $2,544-34.6% |
| Participant deferral / active EE | $548 | $2,919-81.2% | $5,637-90.3% | $4,237-87.1% |
| Admin fee / account holder | $198 | $502-60.6% | $14,673-98.7% | $593-66.7% |