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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,662 |
INDEPENDENT FINANCIAL1+ years Filed as: INDEPENDENT FINANCIAL PA Service code 27 · EIN 83-0951655 | Advisory (Plan) | $32,625 |
INDEPENDENT FINANCIAL1+ years Service code 27 · EIN 87-3735970 | Advisory (Plan) | $10,875 |
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 | $113,004 | $81,908+38.0% | $90,749+24.5% | $64,808+74.4% |
| Participation rate | 99.7% | 80.5%+19.2pp | 75.7%+24.0pp | 71.5%+28.2pp |
| Annual return | -15.52% | -12.53%-3.0pp | -12.16%-3.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $8,019 | $3,065+161.6% | $2,921+174.5% | $2,506+220.0% |
| Participant deferral / active EE | $9,062 | $4,840+87.2% | $4,564+98.6% | $4,310+110.2% |
| Admin fee / account holder | $224 | $157+42.6% | $8,445-97.3% | $188+19.4% |