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.
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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,320 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,972 |
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 | $99,147 | $79,694+24.4% | $96,139+3.1% | $79,386+24.9% |
| Participation rate | 94.0% | 54.0%+40.0pp | 68.4%+25.5pp | 70.7%+23.2pp |
| Annual return | 14.52% | 40.84%-26.3pp | 191.94%-177.4pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,144 | $1,443-20.7% | $2,797-59.1% | $2,427-52.9% |
| Participant deferral / active EE | $4,883 | $2,539+92.4% | $4,349+12.3% | $4,046+20.7% |
| Admin fee / account holder | $570 | $630-9.6% | $5,537-89.7% | $626-9.1% |