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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,801 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $12,269 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,498 | $69,159-53.0% | $125,175-74.0% | $67,579-51.9% |
| Participation rate | 98.0% | 78.2%+19.8pp | 79.8%+18.2pp | 71.3%+26.7pp |
| Annual return | 24.95% | 27.12%-2.2pp | 43.79%-18.8pp | 378.56%-353.6pp |
| Employer contribution / active EE | $927 | $2,023-54.2% | $3,865-76.0% | $2,148-56.8% |
| Participant deferral / active EE | $3,061 | $3,700-17.3% | $4,937-38.0% | $3,539-13.5% |
| Admin fee / account holder | $221 | $142+55.6% | $9,702-97.7% | $142+55.0% |