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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $46,270 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,586 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,943 | $59,417-15.9% | $93,606-46.6% | $74,495-33.0% |
| Participation rate | 93.6% | 59.7%+33.9pp | 68.7%+24.8pp | 67.2%+26.4pp |
| Annual return | 15.15% | 81.83%-66.7pp | 133.20%-118.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $781 | $1,264-38.2% | $2,420-67.7% | $2,623-70.2% |
| Participant deferral / active EE | $4,970 | $3,050+63.0% | $4,411+12.7% | $4,346+14.4% |
| Admin fee / account holder | $416 | $3,021-86.2% | $8,285-95.0% | $1,942-78.6% |