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 COMPANY1+ years Filed as: PRINCIPAL LIFE ISNURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $23,338 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS INVESTMENT Service code 27 · EIN 52-1871508 | Advisory (Plan) | $15,000 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,637 |
NEWPORT GROUP, INC.1+ years Service code 49 · EIN 27-2037969 | Other Services | $8,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,481 | $41,854+18.2% | $73,843-33.0% | $52,331-5.4% |
| Participation rate | 27.5% | 66.2%-38.8pp | 73.4%-46.0pp | 68.1%-40.6pp |
| Annual return | 2.22% | 2.11%+0.1pp | 2267.84%-2265.6pp | 4.54%-2.3pp |
| Employer contribution / active EE | $465 | $1,920-75.8% | $2,787-83.3% | $1,882-75.3% |
| Participant deferral / active EE | $1,130 | $2,498-54.8% | $3,583-68.5% | $3,022-62.6% |
| Admin fee / account holder | $314 | $493-36.3% | $4,880-93.6% | $592-46.9% |