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 8-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 | $59,815 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,782 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,063 |
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 | $59,293 | $88,890-33.3% | $102,423-42.1% | $77,643-23.6% |
| Participation rate | 87.1% | 80.9%+6.1pp | 76.5%+10.6pp | 70.6%+16.5pp |
| Annual return | 12.21% | 24.98%-12.8pp | 29.32%-17.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,746 | $2,698-35.3% | $3,023-42.3% | $2,726-36.0% |
| Participant deferral / active EE | $4,032 | $5,145-21.6% | $5,053-20.2% | $4,647-13.2% |
| Admin fee / account holder | $297 | $235+26.3% | $9,451-96.9% | $430-30.9% |