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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.
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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 | $32,611 |
CUNDIFF ROGERS & SOLT PC1 year Filed as: CUNDIFF ROGERS SOLT PC Service code 10 · EIN 74-2517804 | Accounting | $9,050 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,440 | $82,202-71.5% | $125,339-81.3% | $64,808-63.8% |
| Participation rate | 90.9% | 77.9%+13.1pp | 82.4%+8.6pp | 71.5%+19.5pp |
| Annual return | -15.00% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,128 | $3,615-68.8% | $4,814-76.6% | $2,506-55.0% |
| Participant deferral / active EE | $2,079 | $7,175-71.0% | $7,446-72.1% | $4,310-51.8% |
| Admin fee / account holder | $47 | $163-71.0% | $10,010-99.5% | $188-74.8% |