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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,323 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $49,064 |
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 | $49,325 | $100,801-51.1% | $149,696-67.0% | $73,409-32.8% |
| Participation rate | 89.8% | 77.7%+12.1pp | 82.5%+7.3pp | 72.2%+17.6pp |
| Annual return | 161.76% | 265.34%-103.6pp | 276.60%-114.8pp | 59.29%+102.5pp |
| Employer contribution / active EE | $2,318 | $3,312-30.0% | $4,644-50.1% | $2,234+3.8% |
| Participant deferral / active EE | $5,330 | $6,404-16.8% | $6,842-22.1% | $3,805+40.1% |
| Admin fee / account holder | $157 | $181-12.9% | $9,309-98.3% | $158-0.3% |