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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,266 |
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 | Other Services | $35,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,217 | $216,711-62.5% | $136,749-40.6% | $85,563-5.1% |
| Participation rate | 54.8% | 51.7%+3.1pp | 72.1%-17.3pp | 66.0%-11.2pp |
| Annual return | 16.12% | 15.26%+0.9pp | 24.33%-8.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $983 | $1,660-40.8% | $3,400-71.1% | $2,654-63.0% |
| Participant deferral / active EE | $2,646 | $2,635+0.4% | $4,692-43.6% | $4,375-39.5% |
| Admin fee / account holder | $271 | $1,223-77.8% | $11,386-97.6% | $834-67.5% |