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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $191,262 |
Filed as: JP MORGAN PRIVATE Service code 27 · EIN 81-3858870 | Advisory (Plan) | $37,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,048 | $119,627-72.4% | $146,958-77.5% | $99,062-66.6% |
| Participation rate | 51.7% | 73.4%-21.8pp | 82.2%-30.5pp | 71.6%-19.9pp |
| Annual return | 26.62% | 28.82%-2.2pp | 418.34%-391.7pp | 17.66%+9.0pp |
| Employer contribution / active EE | $2,008 | $4,153-51.6% | $4,933-59.3% | $3,262-38.4% |
| Participant deferral / active EE | $3,956 | $7,997-50.5% | $8,070-51.0% | $5,331-25.8% |
| Admin fee / account holder | $78 | $150-47.7% | $12,998-99.4% | $109-28.2% |