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 6-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,276 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $29,361 |
Service code 13 · EIN 39-1816008 | Contract Administrator | $6,322 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,275 | $63,745+7.1% | $98,442-30.6% | $79,386-14.0% |
| Participation rate | 97.7% | 69.9%+27.9pp | 73.3%+24.4pp | 70.7%+27.0pp |
| Annual return | 15.80% | 625.80%-610.0pp | 1492.73%-1476.9pp | 116.85%-101.1pp |
| Employer contribution / active EE | $2,003 | $2,557-21.7% | $2,960-32.3% | $2,427-17.5% |
| Participant deferral / active EE | $5,875 | $3,303+77.8% | $4,276+37.4% | $4,046+45.2% |
| Admin fee / account holder | $371 | $516-28.1% | $5,949-93.8% | $626-40.9% |