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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.
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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 | $92,955 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $30,985 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $76,691 | $99,957-23.3% | $149,696-48.8% | $73,488+4.4% |
| Participation rate | 72.2% | 75.7%-3.5pp | 82.5%-10.2pp | 70.7%+1.6pp |
| Annual return | 15.34% | 53.87%-38.5pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,235 | $3,191-30.0% | $4,644-51.9% | $2,270-1.6% |
| Participant deferral / active EE | $3,487 | $6,073-42.6% | $6,842-49.0% | $3,740-6.8% |
| Admin fee / account holder | $462 | $551-16.0% | $9,309-95.0% | $513-9.9% |