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 | $25,364 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,269 | $59,535-27.3% | $90,160-52.0% | $62,292-30.5% |
| Participation rate | 89.2% | 73.0%+16.2pp | 76.9%+12.3pp | 69.5%+19.7pp |
| Annual return | 19.46% | 23.53%-4.1pp | 34.88%-15.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $546 | $1,826-70.1% | $3,318-83.5% | $2,042-73.3% |
| Participant deferral / active EE | $3,171 | $4,639-31.6% | $5,288-40.0% | $3,169+0.1% |
| Admin fee / account holder | $89 | $337-73.7% | $5,943-98.5% | $479-81.5% |