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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,868 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $19,933 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,969 | $78,419-47.8% | $133,956-69.4% | $73,409-44.2% |
| Participation rate | 96.1% | 78.6%+17.5pp | 79.8%+16.2pp | 72.2%+23.9pp |
| Annual return | 15.59% | 33.35%-17.8pp | 45.09%-29.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $456 | $2,044-77.7% | $3,919-88.4% | $2,234-79.6% |
| Participant deferral / active EE | $3,848 | $3,925-2.0% | $5,048-23.8% | $3,805+1.1% |
| Admin fee / account holder | $267 | $161+65.5% | $8,927-97.0% | $158+69.2% |