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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,793 | $55,415-76.9% | $155,509-91.8% | $74,495-82.8% |
| Participation rate | 94.6% | 61.9%+32.7pp | 78.2%+16.5pp | 67.2%+27.4pp |
| Annual return | 13.06% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,290 | $2,267-43.1% | $4,672-72.4% | $2,623-50.8% |
| Participant deferral / active EE | $3,131 | $2,836+10.4% | $5,626-44.4% | $4,346-28.0% |
| Admin fee / account holder | $51 | $1,738-97.1% | $15,912-99.7% | $1,942-97.4% |