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 | $270,473 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $96,174 |
APRIO LLP1 year Filed as: APRIO, LLP Service code 10 · EIN 57-1157523 | Accounting | $25,107 |
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 | $99,548 | $106,028-6.1% | $146,958-32.3% | $77,643+28.2% |
| Participation rate | 86.3% | 78.4%+7.9pp | 82.2%+4.2pp | 70.6%+15.7pp |
| Annual return | 14.07% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,356 | $4,063-17.4% | $4,933-32.0% | $2,726+23.1% |
| Participant deferral / active EE | $8,621 | $7,990+7.9% | $8,070+6.8% | $4,647+85.5% |
| Admin fee / account holder | $247 | $337-26.7% | $12,998-98.1% | $430-42.5% |