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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,438 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,106 | $106,028+77.4% | $146,958+28.0% | $77,643+142.3% |
| Participation rate | 87.4% | 78.4%+9.0pp | 82.2%+5.2pp | 70.6%+16.8pp |
| Annual return | 13.55% | 56.73%-43.2pp | 418.34%-404.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $5,600 | $4,063+37.8% | $4,933+13.5% | $2,726+105.5% |
| Participant deferral / active EE | $9,607 | $7,990+20.2% | $8,070+19.0% | $4,647+106.7% |
| Admin fee / account holder | $170 | $337-49.6% | $12,998-98.7% | $430-60.5% |