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 8-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,090 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,115 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,503 | $39,038-1.4% | $98,755-61.0% | $86,799-55.6% |
| Participation rate | 80.7% | 68.2%+12.5pp | 65.7%+15.0pp | 72.3%+8.4pp |
| Annual return | 12.72% | 25.86%-13.1pp | 49.91%-37.2pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,193 | $1,231-3.1% | $2,067-42.3% | $2,405-50.4% |
| Participant deferral / active EE | $1,547 | $2,581-40.1% | $3,035-49.0% | $4,131-62.5% |
| Admin fee / account holder | $163 | $126+30.0% | $4,076-96.0% | $170-3.6% |