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 7-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 | $59,868 |
WEALTHPLAN ADVISORS LLC4+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $36,077 |
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 | $76,210 | $73,102+4.3% | $123,544-38.3% | $56,287+35.4% |
| Participation rate | 79.2% | 74.3%+4.9pp | 82.3%-3.1pp | 69.9%+9.3pp |
| Annual return | -6.73% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $902 | $2,977-69.7% | $4,628-80.5% | $2,111-57.3% |
| Participant deferral / active EE | $3,447 | $5,423-36.4% | $6,426-46.3% | $3,350+2.9% |
| Admin fee / account holder | $372 | $554-32.8% | $9,284-96.0% | $521-28.6% |