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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,052 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,465 | $82,130-77.5% | $453,369-95.9% | $79,386-76.7% |
| Participation rate | 68.1% | 73.4%-5.2pp | 78.0%-9.9pp | 70.7%-2.6pp |
| Annual return | 0.00% | 345.31%-345.3pp | 64.40%-64.4pp | 116.85%-116.9pp |
| Employer contribution / active EE | $1,751 | $2,659-34.1% | $4,070-57.0% | $2,427-27.9% |
| Participant deferral / active EE | $2,804 | $4,314-35.0% | $6,209-54.8% | $4,046-30.7% |
| Admin fee / account holder | $215 | $531-59.5% | $11,209-98.1% | $626-65.7% |