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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,664 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $41,442 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $72,942 | $56,767+28.5% | $101,794-28.3% | $85,563-14.8% |
| Participation rate | 95.4% | 57.6%+37.8pp | 69.2%+26.3pp | 66.0%+29.5pp |
| Annual return | 13.05% | 17.76%-4.7pp | 30.53%-17.5pp | 31.51%-18.5pp |
| Employer contribution / active EE | $598 | $1,112-46.2% | $2,289-73.9% | $2,654-77.5% |
| Participant deferral / active EE | $5,258 | $2,720+93.3% | $4,084+28.8% | $4,375+20.2% |
| Admin fee / account holder | $318 | $1,098-71.0% | $8,777-96.4% | $834-61.9% |