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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.
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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 | $34,187 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $10,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,903 | $69,763-48.5% | $67,502-46.8% | $74,495-51.8% |
| Participation rate | 54.8% | 71.4%-16.5pp | 72.9%-18.1pp | 67.2%-12.4pp |
| Annual return | 10.85% | -40.34%+51.2pp | 3512.12%-3501.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $515 | $2,704-80.9% | $2,731-81.1% | $2,623-80.4% |
| Participant deferral / active EE | $1,811 | $3,636-50.2% | $4,000-54.7% | $4,346-58.3% |
| Admin fee / account holder | $320 | $896-64.3% | $3,998-92.0% | $1,942-83.5% |