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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.
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 | $15,423 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $6,257 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $5,672 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,808 | $69,362-10.9% | $101,248-39.0% | $73,488-15.9% |
| Participation rate | 71.2% | 68.4%+2.8pp | 75.8%-4.6pp | 70.7%+0.5pp |
| Annual return | 14.28% | 18.46%-4.2pp | 46.47%-32.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $690 | $2,628-73.8% | $3,660-81.2% | $2,270-69.6% |
| Participant deferral / active EE | $5,017 | $3,300+52.1% | $4,370+14.8% | $3,740+34.2% |
| Admin fee / account holder | $190 | $704-72.9% | $5,945-96.8% | $513-62.9% |