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 | $94,791 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,230 |
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 | $18,254 | $50,458-63.8% | $159,960-88.6% | $64,808-71.8% |
| Participation rate | 88.7% | 68.0%+20.7pp | 78.0%+10.8pp | 71.5%+17.3pp |
| Annual return | -12.73% | -13.42%+0.7pp | 408.60%-421.3pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,677 | $1,722-2.6% | $4,226-60.3% | $2,506-33.1% |
| Participant deferral / active EE | $3,287 | $4,004-17.9% | $6,182-46.8% | $4,310-23.7% |
| Admin fee / account holder | $156 | $706-78.0% | $8,698-98.2% | $188-17.1% |