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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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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,668 |
401(K) ADVISORS INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $43,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,757 | $89,588-23.3% | $136,007-49.4% | $77,643-11.4% |
| Participation rate | 65.9% | 74.3%-8.4pp | 76.5%-10.6pp | 70.6%-4.7pp |
| Annual return | 12.60% | 17.42%-4.8pp | 579.32%-566.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,236 | $3,491-64.6% | $4,217-70.7% | $2,726-54.6% |
| Participant deferral / active EE | $4,642 | $5,591-17.0% | $7,025-33.9% | $4,647-0.1% |
| Admin fee / account holder | $408 | $539-24.4% | $6,858-94.1% | $430-5.3% |