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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,251 |
MORNINGSTAR2 years 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 | $71,965 | $48,064+49.7% | $78,778-8.6% | $69,631+3.4% |
| Participation rate | 64.1% | 61.6%+2.6pp | 69.2%-5.1pp | 70.7%-6.6pp |
| Annual return | 15.50% | 21.81%-6.3pp | 35.62%-20.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $969 | $744+30.3% | $1,986-51.2% | $2,032-52.3% |
| Participant deferral / active EE | $3,112 | $2,079+49.7% | $2,958+5.2% | $3,224-3.5% |
| Admin fee / account holder | $197 | $152+29.7% | $5,134-96.2% | $110+78.4% |