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 7-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 | $76,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,764 | $47,126+45.9% | $149,673-54.1% | $74,419-7.6% |
| Participation rate | 97.5% | 63.4%+34.1pp | 78.8%+18.7pp | 70.7%+26.8pp |
| Annual return | 16.09% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,755 | $1,905-7.9% | $4,818-63.6% | $2,637-33.5% |
| Participant deferral / active EE | $4,413 | $2,728+61.8% | $5,680-22.3% | $4,528-2.5% |
| Admin fee / account holder | $112 | $343-67.3% | $13,210-99.2% | $348-67.8% |