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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,593 |
Filed as: MARTIN, BILLY S. Service code 49 BENEFIT CONSULTING SCVS · BOSSIER CITY, LA 711114390 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,441 | $59,805-65.8% | $79,550-74.3% | $68,494-70.2% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.5%+18.0pp | 67.9%+19.6pp |
| Annual return | -13.54% | -12.30%-1.2pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $415 | $1,505-72.4% | $2,413-82.8% | $2,596-84.0% |
| Participant deferral / active EE | $2,108 | $3,024-30.3% | $3,985-47.1% | $4,027-47.6% |
| Admin fee / account holder | $115 | $4,835-97.6% | $6,832-98.3% | $5,403-97.9% |