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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,559 |
Filed as: ONE AMERICA SECURITIES INC Service code 49 · EIN 35-1159900 | Other Services | $5,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,678 | $50,385-57.0% | $75,670-71.4% | $62,292-65.2% |
| Participation rate | 65.8% | 67.7%-1.9pp | 72.3%-6.5pp | 69.5%-3.7pp |
| Annual return | 13.30% | 19.90%-6.6pp | 27.34%-14.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $439 | $1,537-71.4% | $2,352-81.3% | $2,042-78.5% |
| Participant deferral / active EE | $1,431 | $2,445-41.5% | $3,142-54.5% | $3,169-54.8% |
| Admin fee / account holder | $112 | $384-70.7% | $5,800-98.1% | $479-76.5% |