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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,896 |
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 | $61,019 | $47,648+28.1% | $130,648-53.3% | $67,579-9.7% |
| Participation rate | 96.5% | 60.4%+36.1pp | 71.7%+24.8pp | 71.3%+25.3pp |
| Annual return | 22.94% | 25.73%-2.8pp | 1708.96%-1686.0pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,825 | $1,408+29.6% | $4,092-55.4% | $2,148-15.0% |
| Participant deferral / active EE | $4,940 | $2,616+88.8% | $3,603+37.1% | $3,539+39.6% |
| Admin fee / account holder | $122 | $105+16.1% | $5,464-97.8% | $142-14.3% |