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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,109 |
Filed as: SHAW JR, CHARLES C. Service code 49 135 E 8TH AVE · ROME, GA 301615203 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,601 | $63,905-67.8% | $74,183-72.2% | $57,658-64.3% |
| Participation rate | 77.5% | 79.8%-2.3pp | 76.6%+0.9pp | 70.2%+7.2pp |
| Annual return | 6.79% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,418 | $1,840-22.9% | $2,370-40.2% | $1,974-28.2% |
| Participant deferral / active EE | $2,397 | $3,448-30.5% | $3,550-32.5% | $3,061-21.7% |
| Admin fee / account holder | $21 | $91-77.2% | $5,586-99.6% | $95-78.0% |