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 | $4,806 |
HARRIS1 year Filed as: HARRIS, SCOTT A. Service code 49 18230 RIVER OAKS DR · JUPITER, FL 334583304 | Other Services | $2,289 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,476 | $53,165+92.8% | $86,188+18.9% | $74,419+37.7% |
| Participation rate | 59.9% | 64.9%-5.0pp | 69.0%-9.1pp | 70.7%-10.9pp |
| Annual return | 52.22% | 22.64%+29.6pp | 1168.45%-1116.2pp | 34.38%+17.8pp |
| Employer contribution / active EE | $328 | $1,210-72.9% | $2,380-86.2% | $2,637-87.6% |
| Participant deferral / active EE | $4,135 | $3,234+27.8% | $3,985+3.7% | $4,528-8.7% |
| Admin fee / account holder | $25 | $551-95.5% | $6,852-99.6% | $348-92.8% |