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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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $42,406 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,103 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 13 | Contract Administrator | $8,213 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $8,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,734 | $91,407-34.7% | $135,903-56.0% | $71,457-16.4% |
| Participation rate | 86.0% | 75.7%+10.4pp | 81.9%+4.1pp | 67.9%+18.1pp |
| Annual return | 15.84% | 29.90%-14.1pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,075 | $3,703-17.0% | $4,856-36.7% | $2,588+18.8% |
| Participant deferral / active EE | $8,673 | $7,092+22.3% | $7,758+11.8% | $4,289+102.2% |
| Admin fee / account holder | $381 | $1,266-69.9% | $10,762-96.5% | $1,587-76.0% |