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 | $26,572 |
Service code 49 · EIN 74-2794194 | Other Services | $21,373 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $54,880 | $49,451+11.0% | $79,550-31.0% | $66,914-18.0% |
| Participation rate | 70.7% | 61.3%+9.3pp | 69.5%+1.2pp | 69.8%+0.9pp |
| Annual return | -16.72% | 84.25%-101.0pp | 0.16%-16.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,920 | $1,266+130.7% | $2,413+21.0% | $2,544+14.8% |
| Participant deferral / active EE | $3,902 | $3,159+23.6% | $3,985-2.1% | $4,237-7.9% |
| Admin fee / account holder | $125 | $595-79.0% | $6,832-98.2% | $593-79.0% |