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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,539 |
GREENSPON AND ASSOCIATES INC4+ years Service code 49 · EIN 56-1066650 | Other Services | $3,488 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,984 | $42,810-72.0% | $169,463-92.9% | $55,725-78.5% |
| Participation rate | 89.1% | 64.7%+24.4pp | 77.8%+11.3pp | 70.9%+18.3pp |
| Annual return | -4.87% | -3.61%-1.3pp | 1.83%-6.7pp | 244.93%-249.8pp |
| Employer contribution / active EE | $677 | $1,402-51.7% | $4,159-83.7% | $2,078-67.4% |
| Participant deferral / active EE | $1,995 | $3,141-36.5% | $5,277-62.2% | $3,356-40.6% |
| Admin fee / account holder | $92 | $106-13.8% | $9,109-99.0% | $115-20.3% |