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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,370 |
ALLEGIS INVESTMENT SERVICES LLC2 years Service code 49 · EIN 46-2849009 | Other Services | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,961 | $52,836+60.8% | $105,738-19.6% | $64,186+32.4% |
| Participation rate | 67.9% | 66.5%+1.4pp | 76.3%-8.4pp | 69.6%-1.7pp |
| Annual return | -5.88% | 14.30%-20.2pp | 6.27%-12.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,351 | $1,827-26.1% | $3,268-58.7% | $2,381-43.3% |
| Participant deferral / active EE | $3,349 | $2,545+31.6% | $4,080-17.9% | $3,470-3.5% |
| Admin fee / account holder | $20 | $3,959-99.5% | $6,913-99.7% | $4,888-99.6% |