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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $690,038 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $106,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,992 | $103,482-31.4% | $121,098-41.4% | $103,482-31.4% |
| Participation rate | 50.4% | 73.3%-22.9pp | 69.5%-19.1pp | 73.3%-22.9pp |
| Annual return | 17.02% | 33.11%-16.1pp | 985.75%-968.7pp | 33.11%-16.1pp |
| Employer contribution / active EE | $1,033 | $3,208-67.8% | $4,164-75.2% | $3,208-67.8% |
| Participant deferral / active EE | $3,999 | $5,207-23.2% | $4,080-2.0% | $5,207-23.2% |
| Admin fee / account holder | $113 | $114-1.1% | $5,644-98.0% | $114-1.1% |