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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,474 |
BUSINESS SOLUTIONS INC5+ years Service code 49 · EIN 54-1942298 | Other Services | $2,029 |
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.
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 | $38,712 | $62,928-38.5% | $172,739-77.6% | $67,579-42.7% |
| Participation rate | 27.0% | 64.5%-37.5pp | 82.6%-55.6pp | 71.3%-44.3pp |
| Annual return | 20.21% | 30.36%-10.2pp | 802.84%-782.6pp | 378.56%-358.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,044 | $2,145-51.3% | $5,198-79.9% | $3,539-70.5% |
| Admin fee / account holder | $182 | $167+9.5% | $13,954-98.7% | $142+28.2% |