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 | $66,468 |
MORNINGSTAR1 year 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 | $49,668 | $42,353+17.3% | $79,550-37.6% | $64,808-23.4% |
| Participation rate | 92.2% | 64.8%+27.5pp | 69.5%+22.8pp | 71.5%+20.8pp |
| Annual return | -13.91% | -12.24%-1.7pp | 0.16%-14.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,240 | $1,181+5.0% | $2,413-48.6% | $2,506-50.5% |
| Participant deferral / active EE | $4,573 | $3,170+44.3% | $3,985+14.8% | $4,310+6.1% |
| Admin fee / account holder | $158 | $160-1.0% | $6,832-97.7% | $188-15.8% |