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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,324 |
Service code 49 · EIN 51-6041053 | Other Services | $26,985 |
MORNINGSTAR7+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $64,924 | $58,347+11.3% | $85,682-24.2% | $86,799-25.2% |
| Participation rate | 93.5% | 64.9%+28.6pp | 69.9%+23.6pp | 72.3%+21.2pp |
| Annual return | 16.72% | 18.43%-1.7pp | 21.49%-4.8pp | 97.91%-81.2pp |
| Employer contribution / active EE | $1,465 | $1,751-16.3% | $2,618-44.0% | $2,405-39.1% |
| Participant deferral / active EE | $4,539 | $3,065+48.1% | $3,923+15.7% | $4,131+9.9% |
| Admin fee / account holder | $202 | $147+36.8% | $6,873-97.1% | $170+18.9% |