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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.
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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 | $131,969 |
HAZARD & SIEGEL INC2 years Service code 27 · EIN 16-0954584 | Advisory (Plan) | $32,878 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $92,321 | $72,254+27.8% | $86,677+6.5% | $64,808+42.5% |
| Participation rate | 72.6% | 80.4%-7.8pp | 76.6%-4.0pp | 71.5%+1.1pp |
| Annual return | -15.56% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,665 | $2,393-30.4% | $2,836-41.3% | $2,506-33.6% |
| Participant deferral / active EE | $3,458 | $4,658-25.8% | $4,656-25.7% | $4,310-19.8% |
| Admin fee / account holder | $163 | $174-6.5% | $7,493-97.8% | $188-13.4% |