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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,012 |
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 | $75,575 | $53,345+41.7% | $121,098-37.6% | $74,419+1.6% |
| Participation rate | 89.5% | 60.0%+29.5pp | 69.5%+20.0pp | 70.7%+18.8pp |
| Annual return | 20.06% | 35.15%-15.1pp | 985.75%-965.7pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2,244 | $1,898+18.2% | $4,164-46.1% | $2,637-14.9% |
| Participant deferral / active EE | $6,623 | $3,221+105.6% | $4,080+62.3% | $4,528+46.3% |
| Admin fee / account holder | $97 | $382-74.7% | $5,644-98.3% | $348-72.2% |