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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,713 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE, INC. Service code 49 · EIN 72-1381997 | Other Services | $22,386 |
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 | $23,841 | $46,292-48.5% | $143,757-83.4% | $64,808-63.2% |
| Participation rate | 77.4% | 64.2%+13.2pp | 80.3%-2.9pp | 71.5%+5.9pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $645 | $1,910-66.2% | $4,951-87.0% | $2,506-74.2% |
| Participant deferral / active EE | $1,656 | $2,646-37.4% | $5,637-70.6% | $4,310-61.6% |
| Admin fee / account holder | $204 | $154+32.9% | $14,673-98.6% | $188+8.8% |