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 | $85,217 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $70,643 | $54,193+30.4% | $93,606-24.5% | $77,643-9.0% |
| Participation rate | 94.9% | 63.9%+30.9pp | 68.7%+26.2pp | 70.6%+24.3pp |
| Annual return | 15.02% | 30.54%-15.5pp | 133.20%-118.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,298 | $1,168+11.2% | $2,420-46.3% | $2,726-52.4% |
| Participant deferral / active EE | $5,314 | $3,144+69.0% | $4,411+20.5% | $4,647+14.3% |
| Admin fee / account holder | $215 | $576-62.6% | $8,285-97.4% | $430-50.0% |