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 | $67,147 |
HIGHTOWER ADVISORS LLC8 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $42,306 |
THE BENEFIT PRACTICE7 years Service code 49 · EIN 13-4144565 | Other Services | $8,323 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,335 | $108,919+16.0% | $100,391+25.8% | $145,922-13.4% |
| Participation rate | 86.7% | 82.9%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 14.41% | 57.88%-43.5pp | 49.20%-34.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $32,307 | $4,419+631.1% | $3,942+719.6% | $4,660+593.3% |
| Participant deferral / active EE | $73,160 | $8,445+766.3% | $8,082+805.3% | $6,688+993.9% |
| Admin fee / account holder | $448 | $9,689-95.4% | $7,899-94.3% | $13,397-96.7% |