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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,576 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $41,513 |
GEOCONTROL SYSTEMS, INC2 years Service code 21 · EIN 76-0108866 | Bank Trustee | $13,750 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,590 | $95,274-28.0% | $135,903-49.5% | $74,419-7.8% |
| Participation rate | 97.1% | 78.2%+18.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 18.24% | 32.77%-14.5pp | 68.23%-50.0pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,852 | $3,874-26.4% | $4,856-41.3% | $2,637+8.1% |
| Participant deferral / active EE | $7,265 | $7,782-6.6% | $7,758-6.4% | $4,528+60.4% |
| Admin fee / account holder | $273 | $266+2.5% | $10,762-97.5% | $348-21.6% |