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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $287,513 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $34,500 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,308 | $53,932+37.8% | $134,143-44.6% | $90,288-17.7% |
| Participation rate | 57.0% | 60.4%-3.3pp | 72.2%-15.1pp | 73.4%-16.3pp |
| Annual return | 25.12% | 23.16%+2.0pp | 36.33%-11.2pp | 53.97%-28.9pp |
| Employer contribution / active EE | $790 | $1,611-51.0% | $3,704-78.7% | $2,524-68.7% |
| Participant deferral / active EE | $3,315 | $2,432+36.3% | $3,499-5.2% | $4,232-21.7% |
| Admin fee / account holder | $139 | $104+34.5% | $6,684-97.9% | $114+22.2% |