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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,010 |
VENTURE VISIONARY PARTNERS LLC2+ years Service code 27 · EIN 83-4717882 | Advisory (Plan) | $76,068 |
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 | $42,399 | $95,274-55.5% | $135,903-68.8% | $74,419-43.0% |
| Participation rate | 97.6% | 78.2%+19.4pp | 81.9%+15.7pp | 70.7%+26.8pp |
| Annual return | 14.44% | 32.77%-18.3pp | 68.23%-53.8pp | 34.38%-19.9pp |
| Employer contribution / active EE | $2,275 | $3,874-41.3% | $4,856-53.1% | $2,637-13.7% |
| Participant deferral / active EE | $3,891 | $7,782-50.0% | $7,758-49.8% | $4,528-14.1% |
| Admin fee / account holder | $234 | $266-12.2% | $10,762-97.8% | $348-32.8% |