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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $12,194 |
NORTHWEST QUADRANT, LLC2 years Filed as: NORTHWEST QUADRANT LLC Service code 27 · EIN 20-4040323 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,400 | $49,138+0.5% | $84,015-41.2% | $65,185-24.2% |
| Participation rate | 26.2% | 60.7%-34.5pp | 69.0%-42.8pp | 70.2%-44.0pp |
| Annual return | 23.21% | 23.00%+0.2pp | 71.31%-48.1pp | 29.38%-6.2pp |
| Employer contribution / active EE | $341 | $914-62.6% | $1,983-82.8% | $2,177-84.3% |
| Participant deferral / active EE | $656 | $2,397-72.6% | $3,239-79.8% | $3,514-81.3% |
| Admin fee / account holder | $191 | $543-64.9% | $6,101-96.9% | $847-77.5% |