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 | $102,386 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $24,375 |
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 | $167,161 | $106,028+57.7% | $146,958+13.7% | $77,643+115.3% |
| Participation rate | 89.1% | 78.4%+10.7pp | 82.2%+6.9pp | 70.6%+18.5pp |
| Annual return | 26.23% | 56.73%-30.5pp | 418.34%-392.1pp | 31.24%-5.0pp |
| Employer contribution / active EE | $5,797 | $4,063+42.7% | $4,933+17.5% | $2,726+112.7% |
| Participant deferral / active EE | $9,208 | $7,990+15.2% | $8,070+14.1% | $4,647+98.1% |
| Admin fee / account holder | $212 | $337-37.2% | $12,998-98.4% | $430-50.8% |