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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,339 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $77,940 | $88,890-12.3% | $102,423-23.9% | $77,643+0.4% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 28.07% | 24.98%+3.1pp | 29.32%-1.3pp | 31.24%-3.2pp |
| Employer contribution / active EE | $5,989 | $2,698+122.0% | $3,023+98.1% | $2,726+119.7% |
| Participant deferral / active EE | $10,831 | $5,145+110.5% | $5,053+114.4% | $4,647+133.1% |
| Admin fee / account holder | $74 | $235-68.8% | $9,451-99.2% | $430-82.9% |