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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $17,719 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,713 | $109,359-27.1% | $162,163-50.8% | $72,985+9.2% |
| Participation rate | 77.1% | 84.3%-7.2pp | 87.6%-10.5pp | 69.5%+7.6pp |
| Annual return | 19.77% | 25.46%-5.7pp | 115.59%-95.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,548 | $3,907-9.2% | $5,614-36.8% | $2,440+45.4% |
| Participant deferral / active EE | $4,796 | $5,481-12.5% | $7,298-34.3% | $3,607+33.0% |
| Admin fee / account holder | $32 | $7,972-99.6% | $10,843-99.7% | $5,124-99.4% |