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 10-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $224,919 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $100,429 | $118,337-15.1% | $189,513-47.0% | $93,030+8.0% |
| Participation rate | 99.8% | 89.1%+10.7pp | 87.8%+12.0pp | 73.9%+25.9pp |
| Annual return | 16.00% | 21.77%-5.8pp | 555.15%-539.2pp | 158.70%-142.7pp |
| Employer contribution / active EE | $7,444 | $4,204+77.1% | $6,162+20.8% | $2,706+175.1% |
| Participant deferral / active EE | $7,459 | $7,123+4.7% | $8,221-9.3% | $4,562+63.5% |
| Admin fee / account holder | $181 | $100+81.3% | $12,045-98.5% | $152+19.1% |