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 | $104,293 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $102,870 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,141 | $100,801-2.6% | $149,696-34.4% | $73,409+33.7% |
| Participation rate | 82.3% | 77.7%+4.6pp | 82.5%-0.2pp | 72.2%+10.1pp |
| Annual return | 23.91% | 265.34%-241.4pp | 276.60%-252.7pp | 59.29%-35.4pp |
| Employer contribution / active EE | $7,360 | $3,312+122.3% | $4,644+58.5% | $2,234+229.5% |
| Participant deferral / active EE | $7,526 | $6,404+17.5% | $6,842+10.0% | $3,805+97.8% |
| Admin fee / account holder | $196 | $181+8.7% | $9,309-97.9% | $158+24.4% |