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 | $139,100 |
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 | $121,887 | $100,801+20.9% | $149,696-18.6% | $73,409+66.0% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.7pp | 72.2%+27.0pp |
| Annual return | 17.71% | 265.34%-247.6pp | 276.60%-258.9pp | 59.29%-41.6pp |
| Employer contribution / active EE | $3,889 | $3,312+17.4% | $4,644-16.3% | $2,234+74.1% |
| Participant deferral / active EE | $13,176 | $6,404+105.7% | $6,842+92.6% | $3,805+246.2% |
| Admin fee / account holder | $278 | $181+53.6% | $9,309-97.0% | $158+75.9% |