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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,900 |
CROWE LLP1 year Service code 10 · EIN 03-5092168 | Accounting | $40,000 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $11,348 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,130 | $73,404-15.4% | $87,100-28.7% | $67,579-8.1% |
| Participation rate | 90.5% | 80.9%+9.7pp | 76.9%+13.6pp | 71.3%+19.2pp |
| Annual return | 21.34% | 48.29%-27.0pp | 28.19%-6.8pp | 378.56%-357.2pp |
| Employer contribution / active EE | $3,244 | $2,014+61.1% | $2,521+28.7% | $2,148+51.0% |
| Participant deferral / active EE | $4,931 | $3,913+26.0% | $4,049+21.8% | $3,539+39.3% |
| Admin fee / account holder | $97 | $142-31.5% | $7,497-98.7% | $142-31.8% |