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 | $130,064 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $153,983 | $100,801+52.8% | $149,696+2.9% | $73,409+109.8% |
| Participation rate | 92.4% | 77.7%+14.7pp | 82.5%+9.9pp | 72.2%+20.2pp |
| Annual return | 14.53% | 265.34%-250.8pp | 276.60%-262.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $5,206 | $3,312+57.2% | $4,644+12.1% | $2,234+133.1% |
| Participant deferral / active EE | $9,032 | $6,404+41.0% | $6,842+32.0% | $3,805+137.3% |
| Admin fee / account holder | $178 | $181-1.5% | $9,309-98.1% | $158+12.8% |