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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,492 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $61,781 | $42,810+44.3% | $169,463-63.5% | $55,725+10.9% |
| Participation rate | 98.2% | 64.7%+33.5pp | 77.8%+20.4pp | 70.9%+27.4pp |
| Annual return | -1.77% | -3.61%+1.8pp | 1.83%-3.6pp | 244.93%-246.7pp |
| Employer contribution / active EE | $335 | $1,402-76.1% | $4,159-92.0% | $2,078-83.9% |
| Participant deferral / active EE | $6,616 | $3,141+110.6% | $5,277+25.4% | $3,356+97.2% |
| Admin fee / account holder | $41 | $106-61.6% | $9,109-99.6% | $115-64.5% |