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.
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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 | $57,733 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $24,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,184 | $66,457-27.5% | $81,382-40.8% | $77,643-37.9% |
| Participation rate | 49.5% | 68.7%-19.3pp | 69.5%-20.0pp | 70.6%-21.1pp |
| Annual return | 16.56% | 15.93%+0.6pp | 24.73%-8.2pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,685 | $2,159+24.3% | $2,463+9.0% | $2,726-1.5% |
| Participant deferral / active EE | $4,667 | $3,679+26.9% | $3,883+20.2% | $4,647+0.4% |
| Admin fee / account holder | $293 | $583-49.7% | $5,768-94.9% | $430-31.9% |