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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,703 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $36,961 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $58,842 | $50,982+15.4% | $154,803-62.0% | $85,563-31.2% |
| Participation rate | 98.5% | 59.8%+38.7pp | 78.1%+20.4pp | 66.0%+32.5pp |
| Annual return | 15.78% | 30.35%-14.6pp | 58.88%-43.1pp | 31.51%-15.7pp |
| Employer contribution / active EE | $3,126 | $1,708+83.0% | $4,305-27.4% | $2,654+17.8% |
| Participant deferral / active EE | $4,034 | $2,474+63.0% | $5,540-27.2% | $4,375-7.8% |
| Admin fee / account holder | $260 | $846-69.3% | $14,329-98.2% | $834-68.9% |