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 | $85,664 |
GRP FINANCIAL1 year Filed as: GRP,LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $5,796 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $943,036-100.0% | $943,036-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 44.0%-44.0pp |
| Annual return | -2.53% | 4.96%-7.5pp | 5.62%-8.1pp | 13.05%-15.6pp |
| Employer contribution / active EE | $0 | $47,340-100.0% | $37,825-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,864-100.0% |