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 74-2794194 | Other Services | $20,386 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,959 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,772 | $46,722-34.1% | $130,648-76.4% | $65,185-52.8% |
| Participation rate | 93.6% | 60.9%+32.7pp | 71.7%+21.8pp | 70.2%+23.4pp |
| Annual return | 21.71% | 24.17%-2.5pp | 1708.96%-1687.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,508 | $1,488+1.4% | $4,092-63.2% | $2,177-30.7% |
| Participant deferral / active EE | $2,122 | $2,545-16.6% | $3,603-41.1% | $3,514-39.6% |
| Admin fee / account holder | $43 | $453-90.5% | $5,464-99.2% | $847-94.9% |