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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,870 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $49,916 |
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).
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 | $172,837 | $82,882+108.5% | $127,761+35.3% | $72,985+136.8% |
| Participation rate | 97.4% | 71.5%+25.9pp | 79.0%+18.4pp | 69.5%+27.9pp |
| Annual return | 20.87% | 32.20%-11.3pp | 26.14%-5.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,009 | $3,346+19.8% | $4,574-12.4% | $2,440+64.3% |
| Participant deferral / active EE | $7,579 | $4,791+58.2% | $6,021+25.9% | $3,607+110.1% |
| Admin fee / account holder | $611 | $6,487-90.6% | $9,395-93.5% | $5,124-88.1% |