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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,831 |
BUSINESS SOLUTIONS INC8+ years Service code 49 · EIN 54-1942298 | Other Services | $1,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,199 | $46,292-24.0% | $143,757-75.5% | $64,808-45.7% |
| Participation rate | 25.2% | 64.2%-39.0pp | 80.3%-55.1pp | 71.5%-46.3pp |
| Annual return | -15.69% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,178 | $2,646-55.5% | $5,637-79.1% | $4,310-72.7% |
| Admin fee / account holder | $85 | $154-44.8% | $14,673-99.4% | $188-54.8% |