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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,356 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,388 | $37,044+65.7% | $71,796-14.5% | $57,658+6.5% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.1%-6.2pp | 70.2%-7.4pp |
| Annual return | 7.25% | 12.64%-5.4pp | 78.04%-70.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $892 | $720+23.8% | $1,924-53.7% | $1,974-54.8% |
| Participant deferral / active EE | $2,807 | $1,974+42.2% | $2,794+0.5% | $3,061-8.3% |
| Admin fee / account holder | $190 | $101+88.5% | $4,815-96.0% | $95+101.3% |