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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,207 |
MORNINGSTAR2 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 | $60,421 | $53,165+13.6% | $86,188-29.9% | $74,419-18.8% |
| Participation rate | 93.3% | 64.9%+28.5pp | 69.0%+24.4pp | 70.7%+22.6pp |
| Annual return | 17.22% | 22.64%-5.4pp | 1168.45%-1151.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,451 | $1,210+19.9% | $2,380-39.1% | $2,637-45.0% |
| Participant deferral / active EE | $5,159 | $3,234+59.5% | $3,985+29.5% | $4,528+13.9% |
| Admin fee / account holder | $172 | $551-68.8% | $6,852-97.5% | $348-50.6% |